Leo Wealth LLC’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Leo Wealth LLC’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	$535K	Sell	9,747 -8,468	-46%	-$483K	0.04%	255
2025 Q4	$1.02M	Buy	+18,215	New	+$1.02M	0.07%	174
2025 Q3	–	Sell	-59,202	Closed	-$3.22M	–	331
2025 Q2	$3.22M	Buy	+59,202	New	+$3.11M	0.25%	75
2025 Q1	–	Sell	-95,859	Closed	-$5.21M	–	314
2024 Q4	$5.21M	Buy	95,859 +10,508	+12%	+$591K	0.47%	42
2024 Q3	$4.75M	Buy	85,351 +29,284	+52%	+$1.56M	0.43%	39
2024 Q2	$2.85M	Sell	56,067 -35,929	-39%	-$1.85M	0.29%	64
2024 Q1	$4.89M	Buy	91,996 +17,302	+23%	+$861K	0.5%	37
2023 Q4	$3.86M	Buy	+74,694	New	+$3.31M	0.4%	41

Other funds holding FLQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Leo Wealth LLC's FLQM Position: Q1 2026 in Review

Leo Wealth LLC reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 46% in Q1 2026, selling an estimated $483K and leaving 9,747 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #255.

Leo Wealth LLC first reported a position in FLQM in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.21M in Q4 2024. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

Leo Wealth LLC held 9,747 shares of Franklin US Mid Cap Multifactor Index ETF worth $535K as of Q1 2026.
Leo Wealth LLC sold 8,468 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $483K.
Franklin US Mid Cap Multifactor Index ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #255 holding.
Leo Wealth LLC first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's Franklin US Mid Cap Multifactor Index ETF position peaked at $5.21M in Q4 2024.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.