LIM
FLQM icon

Leavell Investment Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Leavell Investment Management’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 		$907K Sell
16,503
-6,415
-28% -$366K 0.04% 317
2025
Q4 		$1.29M Sell
22,918
-2,290
-9% -$128K 0.05% 267
2025
Q3 		$1.42M Sell
25,208
-4,475
-15% -$250K 0.06% 262
2025
Q2 		$1.62M Sell
29,683
-1,230
-4% -$64.6K 0.07% 240
2025
Q1 		$1.64M Sell
30,913
-190
-0.6% -$10.4K 0.08% 225
2024
Q4 		$1.69M Sell
31,103
-147
-0.5% -$8.27K 0.08% 220
2024
Q3 		$1.74M Buy
31,250
+2,720
+10% +$145K 0.09% 215
2024
Q2 		$1.46M Buy
28,530
+255
+0.9% +$13.1K 0.08% 217
2024
Q1 		$1.51M Buy
28,275
+975
+4% +$48.5K 0.09% 217
2023
Q4 		$1.31M Sell
27,300
-1,415
-5% -$62.6K 0.08% 218
2023
Q3 		$1.23M Buy
28,715
+3,505
+14% +$157K 0.09% 211
2023
Q2 		$1.14M Buy
25,210
+18,885
+299% +$816K 0.08% 232
2023
Q1 		$274K Buy
+6,325
New +$273K 0.02% 399

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 $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
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