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PlanWiser Financial’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

PlanWiser Financial’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 		$661K Buy
11,701
+467
+4% +$26.6K 0.48% 36
2025
Q4 		$650K Sell
11,234
-2,145
-16% -$120K 0.49% 37
2025
Q3 		$733K Buy
13,379
+3,651
+38% +$204K 0.58% 36
2025
Q2 		$538K Sell
9,728
-224
-2% -$11.8K 0.46% 35
2025
Q1 		$524K Buy
+9,952
New +$544K 0.47% 36

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
HG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PlanWiser Financial's FLQM Position: Q1 2026 in Review

PlanWiser Financial increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 4.2% in Q1 2026, buying an estimated $26.6K and bringing the position to 11,701 shares worth $661K. The position accounts for 0.48% of the portfolio, ranked #36.

PlanWiser Financial first reported a position in FLQM in Q1 2025 and has held it in 5 quarters since. The position peaked at $733K in Q3 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • PlanWiser Financial held 11,701 shares of Franklin US Mid Cap Multifactor Index ETF worth $661K as of Q1 2026.
  • PlanWiser Financial bought 467 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $26.6K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.48% of PlanWiser Financial's portfolio in Q1 2026, its #36 holding.
  • PlanWiser Financial first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and has held it in 5 quarters since.
  • PlanWiser Financial's Franklin US Mid Cap Multifactor Index ETF position peaked at $733K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.