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Pinnacle Financial Partners (Tennessee)’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		$499K Buy
8,835
+220
+3% +$12.3K 0.01% 336
2025
Q2 		$468K Hold
8,615
– – 0.01% 345
2025
Q1 		$457K Hold
8,615
– – 0.01% 340
2024
Q4 		$468K Buy
8,615
+3,800
+79% +$214K 0.01% 330
2024
Q3 		$268K Buy
+4,815
New +$257K 0.01% 393

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s FLQM Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 2.6% in Q3 2025, buying an estimated $12.3K and bringing the position to 8,835 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #336.

Pinnacle Financial Partners (Tennessee) first reported a position in FLQM in Q3 2024 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold FLQM as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 8,835 shares of Franklin US Mid Cap Multifactor Index ETF worth $499K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 220 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2025, an estimated $12.3K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #336 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.