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Larson Financial Group’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Larson Financial Group’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 		$49.4M Buy
899,001
+135,758
+18% +$7.74M 1.58% 8
2025
Q4 		$42.9M Buy
763,243
+90,960
+14% +$5.1M 1.43% 11
2025
Q3 		$38M Buy
672,283
+169,571
+34% +$9.47M 1.33% 11
2025
Q2 		$27.3M Buy
502,712
+473,201
+1,603% +$24.9M 1.09% 11
2025
Q1 		$1.56M Buy
+29,511
New +$1.61M 0.07% 221

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
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
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's FLQM Position: Q1 2026 in Review

Larson Financial Group increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 18% in Q1 2026, buying an estimated $7.74M and bringing the position to 899,001 shares worth $49.4M. The position accounts for 1.58% of the portfolio, ranked #8.

Larson Financial Group first reported a position in FLQM in Q1 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • Larson Financial Group held 899,001 shares of Franklin US Mid Cap Multifactor Index ETF worth $49.4M as of Q1 2026.
  • Larson Financial Group bought 135,758 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $7.74M.
  • Franklin US Mid Cap Multifactor Index ETF made up 1.58% of Larson Financial Group's portfolio in Q1 2026, its #8 holding.
  • Larson Financial Group first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.