PSF
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Pacific Sun Financial’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Pacific Sun Financial’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 		$435K Buy
7,467
+20
+0.3% +$1.14K 0.18% 148
2026
Q1 		$409K Buy
7,447
+320
+4% +$18.2K 0.2% 141
2025
Q4 		$401K Buy
7,127
+125
+2% +$7.01K 0.19% 139
2025
Q3 		$395K Sell
7,002
-10
-0.1% -$559 0.19% 135
2025
Q2 		$381K Sell
7,012
-160
-2% -$8.41K 0.2% 136
2025
Q1 		$380K Buy
7,172
+250
+4% +$13.7K 0.22% 132
2024
Q4 		$376K Buy
6,922
+260
+4% +$14.6K 0.2% 132
2024
Q3 		$371K Sell
6,662
-180
-3% -$9.6K 0.2% 132
2024
Q2 		$351K Buy
6,842
+60
+0.9% +$3.09K 0.21% 129
2024
Q1 		$363K Hold
6,782
– – 0.21% 133
2023
Q4 		$326K Buy
6,782
+80
+1% +$3.54K 0.21% 128
2023
Q3 		$288K Sell
6,702
-200
-3% -$8.98K 0.2% 132
2023
Q2 		$299K Buy
+6,902
New +$298K 0.2% 132
2022
Q4 		$285K Sell
6,852
-610
-8% -$25.1K 0.2% 133
2022
Q3 		$279K Sell
7,462
-554
-7% -$22.8K 0.2% 137
2022
Q2 		$311K Buy
8,016
+2,386
+42% +$99.5K 0.21% 132
2022
Q1 		$253K Buy
+5,630
New +$251K 0.14% 164

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pacific Sun Financial's FLQM Position: Q2 2026 in Review

Pacific Sun Financial increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 0.27% in Q2 2026, buying an estimated $1.14K and bringing the position to 7,467 shares worth $435K. The position accounts for 0.18% of the portfolio, ranked #148.

Pacific Sun Financial first reported a position in FLQM in Q1 2022 and has held it in 17 quarters since. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Pacific Sun Financial held 7,467 shares of Franklin US Mid Cap Multifactor Index ETF worth $435K as of Q2 2026.
  • Pacific Sun Financial bought 20 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $1.14K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.18% of Pacific Sun Financial's portfolio in Q2 2026, its #148 holding.
  • Pacific Sun Financial first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2022 and has held it in 17 quarters since.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.