Legacy Financial Group (Iowa)
FLQM icon

Legacy Financial Group (Iowa)’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-461
Closed -$19.8K – 191
2023
Q3 		$19.8K Buy
+461
New +$20.7K ﹤0.01% 270

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PAG
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MI
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SIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Legacy Financial Group (Iowa)'s FLQM Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q4 2023, closing a stake of 461 shares — an estimated $19.8K sold.

Legacy Financial Group (Iowa) first reported a position in FLQM in Q3 2023 and held it in 1 quarter. The position peaked at $19.8K in Q3 2023. 82 funds tracked by Wall St. Rank hold FLQM as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 461 Franklin US Mid Cap Multifactor Index ETF shares in Q4 2023, an estimated $19.8K.
  • Legacy Financial Group (Iowa) first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Franklin US Mid Cap Multifactor Index ETF position peaked at $19.8K in Q3 2023.
  • 82 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.