MA
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MONECO Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

MONECO Advisors’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
2024
Q1 		– Sell
-10,782
Closed -$519K – 412
2023
Q4 		$519K Buy
10,782
+162
+2% +$7.17K 0.1% 210
2023
Q3 		$456K Buy
10,620
+997
+10% +$44.8K 0.12% 190
2023
Q2 		$432K Buy
+9,623
New +$416K 0.12% 192

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return