SPC
FLQM icon

Sigma Planning Corp’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Sigma Planning Corp’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 		$538K Sell
9,803
-5,737
-37% -$327K 0.02% 793
2025
Q4 		$874K Buy
15,540
+4,924
+46% +$276K 0.02% 584
2025
Q3 		$599K Sell
10,616
-2,116
-17% -$118K 0.02% 740
2025
Q2 		$691K Sell
12,732
-10,092
-44% -$530K 0.02% 649
2025
Q1 		$1.21M Sell
22,824
-4,644
-17% -$254K 0.04% 424
2024
Q4 		$1.49M Buy
27,468
+19,668
+252% +$1.11M 0.05% 358
2024
Q3 		$434K Buy
7,800
+2,003
+35% +$107K 0.01% 792
2024
Q2 		$297K Buy
5,797
+292
+5% +$15K 0.01% 928
2024
Q1 		$294K Buy
+5,505
New +$274K 0.01% 966

Other funds holding FLQM

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OWM
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Raymond James Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return