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Paul R. Ried Financial Group’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Paul R. Ried Financial Group’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
2026
Q2 		$3.19M Sell
40,764
-3,433
-8% -$259K 1.39% 15
2026
Q1 		$2.99M Sell
44,197
-5,301
-11% -$372K 1.39% 15
2025
Q4 		$3.43M Sell
49,498
-2,280
-4% -$157K 1.62% 14
2025
Q3 		$3.54M Sell
51,778
-306
-0.6% -$20.1K 1.79% 14
2025
Q2 		$3.29M Sell
52,084
-518
-1% -$30.1K 1.99% 13
2025
Q1 		$2.97M Sell
52,602
-1,308
-2% -$77.6K 2.07% 12
2024
Q4 		$3.16M Buy
+53,910
New +$3.2M 2.22% 9

Other funds holding FLQL

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Paul R. Ried Financial Group's FLQL Position: Q2 2026 in Review

Paul R. Ried Financial Group reduced its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 7.8% in Q2 2026, selling an estimated $259K and leaving 40,764 shares worth $3.19M. The position accounts for 1.39% of the portfolio, ranked #15.

Paul R. Ried Financial Group first reported a position in FLQL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.54M in Q3 2025. 6 funds tracked by Wall St. Rank hold FLQL as of Q2 2026.

  • Paul R. Ried Financial Group held 40,764 shares of Franklin US Large Cap Multifactor Index ETF worth $3.19M as of Q2 2026.
  • Paul R. Ried Financial Group sold 3,433 Franklin US Large Cap Multifactor Index ETF shares in Q2 2026, an estimated $259K.
  • Franklin US Large Cap Multifactor Index ETF made up 1.39% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #15 holding.
  • Paul R. Ried Financial Group first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Paul R. Ried Financial Group's Franklin US Large Cap Multifactor Index ETF position peaked at $3.54M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.