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

Sage Mountain 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
Q2 		– Sell
-677
Closed -$35.9K – 516
2025
Q1 		$35.9K Hold
677
– – ﹤0.01% 443
2024
Q4 		$36.8K Hold
677
– – ﹤0.01% 438
2024
Q3 		$37.7K Hold
677
– – ﹤0.01% 447
2024
Q2 		$34.7K Buy
677
+350
+107% +$18K ﹤0.01% 393
2024
Q1 		$17.5K Buy
+327
New +$16.3K ﹤0.01% 378

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sage Mountain Advisors's FLQM Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2025, closing a stake of 677 shares — an estimated $35.9K sold.

Sage Mountain Advisors first reported a position in FLQM in Q1 2024 and held it in 5 quarters. The position peaked at $37.7K in Q3 2024. 165 funds tracked by Wall St. Rank hold FLQM as of Q2 2025.

  • Sage Mountain Advisors reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 677 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2025, an estimated $35.9K.
  • Sage Mountain Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2024 and held it in 5 quarters.
  • Sage Mountain Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $37.7K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.