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Riverbend Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Riverbend Wealth Management’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 		$2.26M Buy
39,054
+3,017
+8% +$171K 1.14% 22
2026
Q1 		$1.98M Buy
36,037
+2,735
+8% +$156K 1.13% 23
2025
Q4 		$1.87M Buy
33,302
+1,612
+5% +$90.5K 1.16% 22
2025
Q3 		$1.79M Sell
31,690
-44
-0.1% -$2.46K 1.25% 21
2025
Q2 		$1.72M Buy
31,734
+760
+2% +$39.9K 1.3% 19
2025
Q1 		$1.64M Sell
30,974
-220
-0.7% -$12K 1.47% 18
2024
Q4 		$1.7M Buy
+31,194
New +$1.75M 1.51% 17

Other funds holding FLQM

HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Riverbend Wealth Management's FLQM Position: Q2 2026 in Review

Riverbend Wealth Management increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 8.4% in Q2 2026, buying an estimated $171K and bringing the position to 39,054 shares worth $2.26M. The position accounts for 1.14% of the portfolio, ranked #22.

Riverbend Wealth Management first reported a position in FLQM in Q4 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Riverbend Wealth Management held 39,054 shares of Franklin US Mid Cap Multifactor Index ETF worth $2.26M as of Q2 2026.
  • Riverbend Wealth Management bought 3,017 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $171K.
  • Franklin US Mid Cap Multifactor Index ETF made up 1.14% of Riverbend Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Riverbend Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 70 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.