Sagespring Wealth Partners’s Franklin US Large Cap Multifactor Index ETF FLQL Stock Holding History

Sagespring Wealth Partners’s Portfolio FLQL Stock Details FLQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.15M	Sell	31,753 -9	-0%	-$632	0.04%	190
2025 Q4	$2.2M	Buy	31,762 +94	+0.3%	+$6.47K	0.04%	175
2025 Q3	$2.17M	Buy	31,668 +173	+0.5%	+$11.3K	0.04%	170
2025 Q2	$1.99M	Sell	31,495 -413	-1%	-$24K	0.04%	174
2025 Q1	$1.8M	Sell	31,908 -1,843	-5%	-$109K	0.05%	166
2024 Q4	$1.98M	Buy	+33,751	New	+$2M	0.05%	147

Other funds holding FLQL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sagespring Wealth Partners's FLQL Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Franklin US Large Cap Multifactor Index ETF (FLQL) stake by 0.03% in Q1 2026, selling an estimated $632 and leaving 31,753 shares worth $2.15M. The position accounts for 0.04% of the portfolio, ranked #190.

Sagespring Wealth Partners first reported a position in FLQL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.2M in Q4 2025. 91 funds tracked by Wall St. Rank hold FLQL as of Q1 2026.

Sagespring Wealth Partners held 31,753 shares of Franklin US Large Cap Multifactor Index ETF worth $2.15M as of Q1 2026.
Sagespring Wealth Partners sold 9 Franklin US Large Cap Multifactor Index ETF shares in Q1 2026, an estimated $632.
Franklin US Large Cap Multifactor Index ETF made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #190 holding.
Sagespring Wealth Partners first reported a position in Franklin US Large Cap Multifactor Index ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Franklin US Large Cap Multifactor Index ETF position peaked at $2.2M in Q4 2025.
91 funds tracked by Wall St. Rank held Franklin US Large Cap Multifactor Index ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.