Sherrill & Hutchins Financial Advisory’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Sherrill & Hutchins Financial Advisory’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	$14.3M	Buy	246,185 +5,087	+2%	+$289K	6.81%	6
2026 Q1	$13.2M	Buy	241,098 +14,018	+6%	+$799K	7.82%	5
2025 Q4	$12.8M	Buy	227,080 +19,449	+9%	+$1.09M	9.06%	4
2025 Q3	$11.7M	Buy	207,631 +33,567	+19%	+$1.88M	8.49%	4
2025 Q2	$9.45M	Buy	174,064 +53,238	+44%	+$2.8M	7.35%	4
2025 Q1	$6.4M	Buy	+120,826	New	+$6.6M	5.46%	4

Other funds holding FLQM

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

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

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory's FLQM Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 2.1% in Q2 2026, buying an estimated $289K and bringing the position to 246,185 shares worth $14.3M. The position accounts for 6.81% of the portfolio, ranked #6.

Sherrill & Hutchins Financial Advisory first reported a position in FLQM in Q1 2025 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Sherrill & Hutchins Financial Advisory held 246,185 shares of Franklin US Mid Cap Multifactor Index ETF worth $14.3M as of Q2 2026.
Sherrill & Hutchins Financial Advisory bought 5,087 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $289K.
Franklin US Mid Cap Multifactor Index ETF made up 6.81% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #6 holding.
Sherrill & Hutchins Financial Advisory first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2025 and has held it in 6 quarters since.
62 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.