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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
Q2 		$584K Sell
10,020
-6,483
-39% -$368K 0.02% 407
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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leavell Investment Management's FLQM Position: Q2 2026 in Review

Leavell Investment Management reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 39% in Q2 2026, selling an estimated $368K and leaving 10,020 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #407.

Leavell Investment Management first reported a position in FLQM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.74M in Q3 2024. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Leavell Investment Management held 10,020 shares of Franklin US Mid Cap Multifactor Index ETF worth $584K as of Q2 2026.
  • Leavell Investment Management sold 6,483 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $368K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #407 holding.
  • Leavell Investment Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2023 and has held it in 14 quarters since.
  • Leavell Investment Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.74M in Q3 2024.
  • 166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.