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

SHP 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 Q1	$1.76K	Buy	+32	New	+$1.82K	﹤0.01%	1313

Other funds holding FLQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SHP Wealth Management's FLQM Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2026: 32 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings.

165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

SHP Wealth Management held 32 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.76K as of Q1 2026.
Franklin US Mid Cap Multifactor Index ETF was a new SHP Wealth Management position in Q1 2026.
Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1313 holding.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.