Personal CFO Solutions’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Personal CFO Solutions’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	$343K	Hold	5,882	–	–	0.05%	360
2026 Q1	$323K	Hold	5,882	–	–	0.05%	351
2025 Q4	$331K	Sell	5,882 -150	-2%	-$8.42K	0.05%	335
2025 Q3	$341K	Sell	6,032 -835	-12%	-$46.6K	0.06%	309
2025 Q2	$373K	Buy	+6,867	New	+$361K	0.07%	273
2025 Q1	–	Sell	-7,602	Closed	-$413K	–	467
2024 Q4	$413K	Hold	7,602	–	–	0.08%	237
2024 Q3	$423K	Buy	+7,602	New	+$405K	0.06%	305

Other funds holding FLQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Personal CFO Solutions's FLQM Position: Q2 2026 in Review

Personal CFO Solutions held its Franklin US Mid Cap Multifactor Index ETF (FLQM) position steady in Q2 2026 at 5,882 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #360.

Personal CFO Solutions first reported a position in FLQM in Q3 2024 and has held it in 7 quarters since. The position peaked at $423K in Q3 2024. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Personal CFO Solutions held 5,882 shares of Franklin US Mid Cap Multifactor Index ETF worth $343K as of Q2 2026.
Personal CFO Solutions left its Franklin US Mid Cap Multifactor Index ETF share count unchanged in Q2 2026.
Franklin US Mid Cap Multifactor Index ETF made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #360 holding.
Personal CFO Solutions first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and has held it in 7 quarters since.
Personal CFO Solutions's Franklin US Mid Cap Multifactor Index ETF position peaked at $423K in Q3 2024.
167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.