Piedmont Capital Management (North Carolina)’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Piedmont Capital Management (North Carolina)’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 Q1	$9.76M	Buy	177,715 +1,143	+0.6%	+$65.2K	6.51%	4
2025 Q4	$9.93M	Buy	+176,572	New	+$9.91M	6.53%	3

Other funds holding FLQM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Piedmont Capital Management (North Carolina)'s FLQM Position: Q1 2026 in Review

Piedmont Capital Management (North Carolina) increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 0.65% in Q1 2026, buying an estimated $65.2K and bringing the position to 177,715 shares worth $9.76M. The position accounts for 6.51% of the portfolio, ranked #4.

Piedmont Capital Management (North Carolina) first reported a position in FLQM in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.93M in Q4 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

Piedmont Capital Management (North Carolina) held 177,715 shares of Franklin US Mid Cap Multifactor Index ETF worth $9.76M as of Q1 2026.
Piedmont Capital Management (North Carolina) bought 1,143 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $65.2K.
Franklin US Mid Cap Multifactor Index ETF made up 6.51% of Piedmont Capital Management (North Carolina)'s portfolio in Q1 2026, its #4 holding.
Piedmont Capital Management (North Carolina) first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2025 and has held it in 2 quarters since.
Piedmont Capital Management (North Carolina)'s Franklin US Mid Cap Multifactor Index ETF position peaked at $9.93M in Q4 2025.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q1 2026, filed 21 Apr 2026.