RWP
FLQM icon

Ridgeline Wealth Planning’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Ridgeline Wealth Planning’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 		$325K Sell
5,609
-30,726
-85% -$1.74M 0.21% 40
2026
Q1 		$2M Sell
36,335
-141
-0.4% -$8.04K 1.46% 10
2025
Q4 		$2.05M Buy
36,476
+1,082
+3% +$60.7K 1.46% 10
2025
Q3 		$2M Buy
35,394
+860
+2% +$48K 1.5% 10
2025
Q2 		$1.88M Buy
34,534
+7,230
+26% +$380K 1.54% 11
2025
Q1 		$1.45M Buy
+27,304
New +$1.49M 1.42% 11

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ridgeline Wealth Planning's FLQM Position: Q2 2026 in Review

Ridgeline Wealth Planning reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 85% in Q2 2026, selling an estimated $1.74M and leaving 5,609 shares worth $325K. The position accounts for 0.21% of the portfolio, ranked #40.

Ridgeline Wealth Planning first reported a position in FLQM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2025. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Ridgeline Wealth Planning held 5,609 shares of Franklin US Mid Cap Multifactor Index ETF worth $325K as of Q2 2026.
  • Ridgeline Wealth Planning sold 30,726 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $1.74M.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.21% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #40 holding.
  • Ridgeline Wealth Planning first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and has held it in 6 quarters since.
  • Ridgeline Wealth Planning's Franklin US Mid Cap Multifactor Index ETF position peaked at $2.05M in Q4 2025.
  • 166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.