SWIA
FLQM icon

Solano Wealth Investment Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Solano Wealth Investment Advisors’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 		$370K Sell
6,396
-50
-0.8% -$2.84K 0.17% 29
2026
Q1 		$354K Sell
6,446
-267
-4% -$15.2K 0.18% 29
2025
Q4 		$378K Sell
6,713
-93
-1% -$5.22K 0.19% 29
2025
Q3 		$384K Sell
6,806
-828
-11% -$46.3K 0.19% 29
2025
Q2 		$415K Sell
7,634
-4,647
-38% -$244K 0.21% 30
2025
Q1 		$651K Sell
12,281
-494
-4% -$27K 0.4% 22
2024
Q4 		$694K Buy
+12,775
New +$718K 0.42% 22

Other funds holding FLQM

HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Solano Wealth Investment Advisors's FLQM Position: Q2 2026 in Review

Solano Wealth Investment Advisors reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 0.78% in Q2 2026, selling an estimated $2.84K and leaving 6,396 shares worth $370K. The position accounts for 0.17% of the portfolio, ranked #29.

Solano Wealth Investment Advisors first reported a position in FLQM in Q4 2024 and has held it in 7 quarters since. The position peaked at $694K in Q4 2024. 65 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Solano Wealth Investment Advisors held 6,396 shares of Franklin US Mid Cap Multifactor Index ETF worth $370K as of Q2 2026.
  • Solano Wealth Investment Advisors sold 50 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $2.84K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.17% of Solano Wealth Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Solano Wealth Investment Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Solano Wealth Investment Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $694K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Solano Wealth Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.