KPP Advisory Services’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

KPP Advisory Services’s Portfolio FLQM Stock Details FLQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.86M	Sell	88,493 -5,694	-6%	-$325K	0.71%	32
2025 Q4	$5.3M	Buy	94,187 +12,811	+16%	+$719K	0.77%	29
2025 Q3	$4.59M	Sell	81,376 -13,729	-14%	-$767K	0.68%	34
2025 Q2	$5.17M	Sell	95,105 -3,351	-3%	-$176K	0.85%	29
2025 Q1	$5.22M	Buy	98,456 +21,825	+28%	+$1.19M	0.99%	25
2024 Q4	$4.16M	Buy	76,631 +1,265	+2%	+$71.1K	0.98%	23
2024 Q3	$4.2M	Buy	75,366 +30,983	+70%	+$1.65M	1.01%	24
2024 Q2	$2.28M	Sell	44,383 -42,880	-49%	-$2.21M	0.61%	46
2024 Q1	$4.67M	Buy	+87,263	New	+$4.34M	1.28%	18
2023 Q4	–	Sell	-81,862	Closed	-$3.52M	–	150
2023 Q3	$3.52M	Buy	+81,862	New	+$3.67M	1.16%	17

Other funds holding FLQM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KPP Advisory Services's FLQM Position: Q1 2026 in Review

KPP Advisory Services reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 6% in Q1 2026, selling an estimated $325K and leaving 88,493 shares worth $4.86M. The position accounts for 0.71% of the portfolio, ranked #32.

KPP Advisory Services first reported a position in FLQM in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.3M in Q4 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

KPP Advisory Services held 88,493 shares of Franklin US Mid Cap Multifactor Index ETF worth $4.86M as of Q1 2026.
KPP Advisory Services sold 5,694 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $325K.
Franklin US Mid Cap Multifactor Index ETF made up 0.71% of KPP Advisory Services's portfolio in Q1 2026, its #32 holding.
KPP Advisory Services first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2023 and has held it in 10 quarters since.
KPP Advisory Services's Franklin US Mid Cap Multifactor Index ETF position peaked at $5.3M in Q4 2025.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.