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

Legacy Financial Group (Iowa)’s Portfolio FLQS Stock Details FLQS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,299
Closed -$44.6K – 192
2023
Q3 		$44.6K Buy
+1,299
New +$46.3K 0.01% 190

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PAG
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EH
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Citadel Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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Legacy Financial Group (Iowa)'s FLQS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Franklin US Small Cap Multifactor Index ETF (FLQS) in Q4 2023, closing a stake of 1,299 shares — an estimated $44.6K sold.

Legacy Financial Group (Iowa) first reported a position in FLQS in Q3 2023 and held it in 1 quarter. The position peaked at $44.6K in Q3 2023. 21 funds tracked by Wall St. Rank hold FLQS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Franklin US Small Cap Multifactor Index ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,299 Franklin US Small Cap Multifactor Index ETF shares in Q4 2023, an estimated $44.6K.
  • Legacy Financial Group (Iowa) first reported a position in Franklin US Small Cap Multifactor Index ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Franklin US Small Cap Multifactor Index ETF position peaked at $44.6K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held Franklin US Small Cap Multifactor Index ETF as of Q4 2023.

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