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Osborne Partners Capital Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Osborne Partners Capital 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
2025
Q1 		– Sell
-4,641
Closed -$252K – 217
2024
Q4 		$252K Buy
4,641
+16
+0.3% +$900 0.01% 203
2024
Q3 		$258K Buy
+4,625
New +$247K 0.01% 204

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 $2.6B AUM 18.62% 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 $21.3B AUM 22.13% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osborne Partners Capital Management's FLQM Position: Q1 2025 in Review

Osborne Partners Capital Management sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2025, closing a stake of 4,641 shares — an estimated $252K sold.

Osborne Partners Capital Management first reported a position in FLQM in Q3 2024 and held it in 2 quarters. The position peaked at $258K in Q3 2024. 149 funds tracked by Wall St. Rank hold FLQM as of Q1 2025.

  • Osborne Partners Capital Management reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2025 after selling out during the quarter.
  • Osborne Partners Capital Management sold 4,641 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2025, an estimated $252K.
  • Osborne Partners Capital Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and held it in 2 quarters.
  • Osborne Partners Capital Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $258K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2025.

Based on Osborne Partners Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.