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Orgel Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Orgel Wealth Management’s Portfolio FLQM Stock Details FLQM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$72.8M Sell
1,340,239
-138,603
-9% -$7.53M 1.75% 17
2025
Q1 		$78.4M Sell
1,478,842
-58,508
-4% -$3.1M 2.04% 16
2024
Q4 		$83.5M Buy
1,537,350
+958,040
+165% +$52M 2.18% 17
2024
Q3 		$32.3M Buy
+579,310
New +$32.3M 0.81% 23