Landmark Wealth Management (Illinois)’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Landmark Wealth Management (Illinois)’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	$455K	Sell	8,278 -143	-2%	-$8.15K	0.17%	39
2025 Q4	$474K	Sell	8,421 -23	-0.3%	-$1.29K	0.18%	36
2025 Q3	$477K	Sell	8,444 -121	-1%	-$6.76K	0.19%	35
2025 Q2	$465K	Sell	8,565 -25,853	-75%	-$1.36M	0.2%	40
2025 Q1	$1.82M	Sell	34,418 -3,105	-8%	-$170K	0.87%	24
2024 Q4	$2.04M	Sell	37,523 -3,932	-9%	-$221K	0.99%	26
2024 Q3	$2.31M	Sell	41,455 -7,007	-14%	-$374K	1.15%	21
2024 Q2	$2.49M	Buy	+48,462	New	+$2.49M	1.37%	19

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

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

Raymond James Financial

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

Cetera Investment Advisers

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

Northwestern Mutual Wealth Management

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

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

Bank of America

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

Carson Wealth (CWM LLC)

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