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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
Q2 		– Sell
-32
Closed -$1.76K – 2018
2026
Q1 		$1.76K Buy
+32
New +$1.82K ﹤0.01% 1313

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SHP Wealth Management sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2026, closing a stake of 32 shares — an estimated $1.76K sold.

SHP Wealth Management first reported a position in FLQM in Q1 2026 and held it in 1 quarter. The position peaked at $1.76K in Q1 2026. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • SHP Wealth Management reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 32 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $1.76K.
  • SHP Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.76K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.