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

Solano Wealth Management’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
2024 Q2	$2.36M	Buy	45,966 +5,643	+14%	+$290K	1.29%	11
2024 Q1	$2.16M	Buy	40,323 +4,603	+13%	+$229K	1.21%	12
2023 Q4	$1.72M	Buy	35,720 +2,002	+6%	+$88.6K	1.04%	16
2023 Q3	$1.45M	Buy	33,718 +236	+0.7%	+$10.6K	1%	16
2023 Q2	$1.5M	Buy	33,482 +218	+0.7%	+$9.42K	1.02%	14
2023 Q1	$1.44M	Buy	+33,264	New	+$1.44M	1.05%	14

Other funds holding FLQM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Solano Wealth Management's FLQM Position: Q2 2024 in Review

Solano Wealth Management increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 14% in Q2 2024, buying an estimated $290K and bringing the position to 45,966 shares worth $2.36M. The position accounts for 1.29% of the portfolio, ranked #11.

Solano Wealth Management first reported a position in FLQM in Q1 2023 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold FLQM as of Q2 2024.

Solano Wealth Management held 45,966 shares of Franklin US Mid Cap Multifactor Index ETF worth $2.36M as of Q2 2024.
Solano Wealth Management bought 5,643 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2024, an estimated $290K.
Franklin US Mid Cap Multifactor Index ETF made up 1.29% of Solano Wealth Management's portfolio in Q2 2024, its #11 holding.
Solano Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2023 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.