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Mount Yale Investment Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-250
Closed -$13.6K – 1005
2025
Q2 		$13.6K Buy
+250
New +$13.1K ﹤0.01% 1100

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's FLQM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q3 2025, closing a stake of 250 shares — an estimated $13.6K sold.

Mount Yale Investment Advisors first reported a position in FLQM in Q2 2025 and held it in 1 quarter. The position peaked at $13.6K in Q2 2025. 163 funds tracked by Wall St. Rank hold FLQM as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 250 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2025, an estimated $13.6K.
  • Mount Yale Investment Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $13.6K in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.