Sigma Planning Corp
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
Q3 		$206K Sell
3,591
-268
-7% -$16.1K 0.01% 1242
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

Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Piedmont Capital Management (North Carolina)
Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Sigma Planning Corp's FLQM Position: Q3 2026 in Review

Sigma Planning Corp reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 6.9% in Q3 2026, selling an estimated $16.1K and leaving 3,591 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #1242.

Sigma Planning Corp first reported a position in FLQM in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2024. 37 funds tracked by Wall St. Rank hold FLQM as of Q3 2026.

  • Sigma Planning Corp held 3,591 shares of Franklin US Mid Cap Multifactor Index ETF worth $206K as of Q3 2026.
  • Sigma Planning Corp sold 268 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2026, an estimated $16.1K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1242 holding.
  • Sigma Planning Corp first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2024 and has held it in 11 quarters since.
  • Sigma Planning Corp's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.49M in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.