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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.17M	Sell	54,702 -1,741,937	-97%	-$98.8M	0.06%	39
2026 Q1	$98.7M	Buy	1,796,639 +285,800	+19%	+$16.3M	2.13%	17
2025 Q4	$85M	Buy	1,510,839 +107,072	+8%	+$6.01M	1.88%	17
2025 Q3	$79.2M	Buy	1,403,767 +63,528	+5%	+$3.55M	1.81%	17
2025 Q2	$72.8M	Sell	1,340,239 -138,603	-9%	-$7.28M	1.75%	17
2025 Q1	$78.4M	Sell	1,478,842 -58,508	-4%	-$3.2M	2.04%	16
2024 Q4	$83.5M	Buy	1,537,350 +958,040	+165%	+$53.9M	2.18%	17
2024 Q3	$32.3M	Buy	+579,310	New	+$30.9M	0.81%	23

Other funds holding FLQM

EWS

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Orgel Wealth Management's FLQM Position: Q2 2026 in Review

Orgel Wealth Management reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 97% in Q2 2026, selling an estimated $98.8M and leaving 54,702 shares worth $3.17M. The position accounts for 0.06% of the portfolio, ranked #39.

Orgel Wealth Management first reported a position in FLQM in Q3 2024 and has held it in 8 quarters since. The position peaked at $98.7M in Q1 2026. 19 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Orgel Wealth Management held 54,702 shares of Franklin US Mid Cap Multifactor Index ETF worth $3.17M as of Q2 2026.
Orgel Wealth Management sold 1,741,937 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $98.8M.
Franklin US Mid Cap Multifactor Index ETF made up 0.06% of Orgel Wealth Management's portfolio in Q2 2026, its #39 holding.
Orgel Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and has held it in 8 quarters since.
Orgel Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $98.7M in Q1 2026.
19 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.