Perigon Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Perigon Wealth 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
2026 Q3	$1.69M	Sell	29,434 -1,341	-4%	-$80.4K	0.03%	443
2026 Q2	$1.78M	Sell	30,775 -19,627	-39%	-$1.11M	0.03%	437
2026 Q1	$2.77M	Buy	50,402 +5,494	+12%	+$313K	0.05%	312
2025 Q4	$2.53M	Sell	44,908 -1,615	-3%	-$90.6K	0.05%	321
2025 Q3	$2.63M	Sell	46,523 -349	-0.7%	-$19.5K	0.05%	297
2025 Q2	$2.55M	Sell	46,872 -734	-2%	-$38.6K	0.06%	290
2025 Q1	$2.52M	Buy	+47,606	New	+$2.6M	0.06%	275

Other funds holding FLQM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Flynn Zito Capital Management Garden City, New York $379M AUM 27.93% 1-Year Est. Return

TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return

Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perigon Wealth Management's FLQM Position: Q3 2026 in Review

Perigon Wealth Management reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 4.4% in Q3 2026, selling an estimated $80.4K and leaving 29,434 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #443.

Perigon Wealth Management first reported a position in FLQM in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.77M in Q1 2026. 87 funds tracked by Wall St. Rank hold FLQM as of Q3 2026.

Perigon Wealth Management held 29,434 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.69M as of Q3 2026.
Perigon Wealth Management sold 1,341 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2026, an estimated $80.4K.
Franklin US Mid Cap Multifactor Index ETF made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #443 holding.
Perigon Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and has held it in 7 quarters since.
Perigon Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $2.77M in Q1 2026.
87 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.