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FLQM icon

PSI Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

PSI Advisors’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
Q1 		– Sell
-353
Closed -$19.1K – 808
2024
Q4 		$19.1K Buy
353
+2
+0.6% +$112 0.01% 428
2024
Q3 		$19.5K Buy
351
+221
+170% +$11.8K 0.01% 429
2024
Q2 		$6.64K Buy
130
+101
+348% +$5.2K ﹤0.01% 585
2024
Q1 		$1.57K Sell
29
-1
-3% -$50 ﹤0.01% 681
2023
Q4 		$1.41K Buy
30
+7
+30% +$310 ﹤0.01% 743
2023
Q3 		$996 Hold
23
– – ﹤0.01% 738
2023
Q2 		$1.03K Buy
23
+5
+28% +$216 ﹤0.01% 719
2023
Q1 		$780 Buy
18
+4
+29% +$173 ﹤0.01% 691
2022
Q4 		$581 Buy
+14
New +$576 ﹤0.01% 698

Other funds holding FLQM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return