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Orion Portfolio Solutions’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Orion Portfolio Solutions’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
Q1 		$739K Buy
13,948
+1,145
+9% +$62.6K 0.01% 1225
2024
Q4 		$695K Buy
12,803
+312
+2% +$17.5K 0.01% 1221
2024
Q3 		$696K Buy
12,491
+1,705
+16% +$90.9K 0.01% 1203
2024
Q2 		$553K Buy
+10,786
New +$555K 0.01% 1241

Other funds holding FLQM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's FLQM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 8.9% in Q1 2025, buying an estimated $62.6K and bringing the position to 13,948 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #1225.

Orion Portfolio Solutions first reported a position in FLQM in Q2 2024 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold FLQM as of Q1 2025.

  • Orion Portfolio Solutions held 13,948 shares of Franklin US Mid Cap Multifactor Index ETF worth $739K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,145 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2025, an estimated $62.6K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1225 holding.
  • Orion Portfolio Solutions first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2024 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.