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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
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
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

Perigon Wealth Management's FLQM Position: Q2 2026 in Review

Perigon Wealth Management reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 39% in Q2 2026, selling an estimated $1.11M and leaving 30,775 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #437.

Perigon Wealth Management first reported a position in FLQM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.77M in Q1 2026. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Perigon Wealth Management held 30,775 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.78M as of Q2 2026.
  • Perigon Wealth Management sold 19,627 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $1.11M.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #437 holding.
  • Perigon Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and has held it in 6 quarters since.
  • Perigon Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $2.77M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.