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

Signature Wealth Management Group’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 		$245K Buy
+4,452
New +$254K 0.09% 120

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Signature Wealth Management Group's FLQM Position: Q1 2026 in Review

Signature Wealth Management Group opened a new position in Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2026: 4,452 shares worth $245K. The stake represents 0.09% of the portfolio and ranks #120 among its holdings.

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

  • Signature Wealth Management Group held 4,452 shares of Franklin US Mid Cap Multifactor Index ETF worth $245K as of Q1 2026.
  • Franklin US Mid Cap Multifactor Index ETF was a new Signature Wealth Management Group position in Q1 2026.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.09% of Signature Wealth Management Group's portfolio in Q1 2026, its #120 holding.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.