Orion Portfolio Solutions’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Orion Portfolio Solutions’s Portfolio FLQL Stock Details FLQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-965	Closed	-$31K	–	980
2020 Q2	$31K	Hold	965	–	–	﹤0.01%	823
2020 Q1	$27K	Buy	+965	New	+$31.7K	﹤0.01%	748

Other funds holding FLQL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Orion Portfolio Solutions's FLQL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Franklin US Large Cap Multifactor Index ETF (FLQL) in Q3 2020, closing a stake of 965 shares — an estimated $31K sold.

Orion Portfolio Solutions first reported a position in FLQL in Q1 2020 and held it in 2 quarters. The position peaked at $31K in Q2 2020. 43 funds tracked by Wall St. Rank hold FLQL as of Q3 2020.

Orion Portfolio Solutions reported no remaining Franklin US Large Cap Multifactor Index ETF position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 965 Franklin US Large Cap Multifactor Index ETF shares in Q3 2020, an estimated $31K.
Orion Portfolio Solutions first reported a position in Franklin US Large Cap Multifactor Index ETF in Q1 2020 and held it in 2 quarters.
Orion Portfolio Solutions's Franklin US Large Cap Multifactor Index ETF position peaked at $31K in Q2 2020.
43 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.