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 Q2	$672K	Sell	11,605 -96	-0.8%	-$5.45K	0.47%	38
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 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

PlanWiser Financial's FLQM Position: Q2 2026 in Review

PlanWiser Financial reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 0.82% in Q2 2026, selling an estimated $5.45K and leaving 11,605 shares worth $672K. The position accounts for 0.47% of the portfolio, ranked #38.

PlanWiser Financial first reported a position in FLQM in Q1 2025 and has held it in 6 quarters since. The position peaked at $733K in Q3 2025. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

PlanWiser Financial held 11,605 shares of Franklin US Mid Cap Multifactor Index ETF worth $672K as of Q2 2026.
PlanWiser Financial sold 96 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $5.45K.
Franklin US Mid Cap Multifactor Index ETF made up 0.47% of PlanWiser Financial's portfolio in Q2 2026, its #38 holding.
PlanWiser Financial first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's Franklin US Mid Cap Multifactor Index ETF position peaked at $733K in Q3 2025.
166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.