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 Q2	$223K	Sell	3,859 -5,944	-61%	-$337K	0.01%	1269
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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sigma Planning Corp's FLQM Position: Q2 2026 in Review

Sigma Planning Corp reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 61% in Q2 2026, selling an estimated $337K and leaving 3,859 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1269.

Sigma Planning Corp first reported a position in FLQM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q4 2024. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Sigma Planning Corp held 3,859 shares of Franklin US Mid Cap Multifactor Index ETF worth $223K as of Q2 2026.
Sigma Planning Corp sold 5,944 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $337K.
Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1269 holding.
Sigma Planning Corp first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2024 and has held it in 10 quarters since.
Sigma Planning Corp's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.49M in Q4 2024.
167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.