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Southland Equity Partners’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Southland Equity Partners’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 		$454K Sell
7,845
-50
-0.6% -$2.84K 0.08% 182
2026
Q1 		$434K Sell
7,895
-139
-2% -$7.93K 0.08% 167
2025
Q4 		$452K Sell
8,034
-182
-2% -$10.2K 0.09% 155
2025
Q3 		$464K Sell
8,216
-10
-0.1% -$559 0.09% 148
2025
Q2 		$447K Sell
8,226
-10
-0.1% -$526 0.1% 139
2025
Q1 		$437K Sell
8,236
-200
-2% -$10.9K 0.1% 134
2024
Q4 		$458K Buy
8,436
+175
+2% +$9.84K 0.11% 127
2024
Q3 		$460K Buy
8,261
+33
+0.4% +$1.76K 0.11% 124
2024
Q2 		$422K Buy
8,228
+10
+0.1% +$515 0.12% 115
2024
Q1 		$439K Sell
8,218
-7
-0.1% -$348 0.12% 118
2023
Q4 		$396K Sell
8,225
-168
-2% -$7.44K 0.12% 112
2023
Q3 		$361K Sell
8,393
-78
-0.9% -$3.5K 0.12% 113
2023
Q2 		$380K Sell
8,471
-28
-0.3% -$1.21K 0.13% 107
2023
Q1 		$368K Buy
8,499
+183
+2% +$7.91K 0.14% 104
2022
Q4 		$345K Buy
+8,316
New +$342K 0.13% 110

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Southland Equity Partners's FLQM Position: Q2 2026 in Review

Southland Equity Partners reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 0.63% in Q2 2026, selling an estimated $2.84K and leaving 7,845 shares worth $454K. The position accounts for 0.08% of the portfolio, ranked #182.

Southland Equity Partners first reported a position in FLQM in Q4 2022 and has held it in 15 quarters since. The position peaked at $464K in Q3 2025. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Southland Equity Partners held 7,845 shares of Franklin US Mid Cap Multifactor Index ETF worth $454K as of Q2 2026.
  • Southland Equity Partners 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 0.08% of Southland Equity Partners's portfolio in Q2 2026, its #182 holding.
  • Southland Equity Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2022 and has held it in 15 quarters since.
  • Southland Equity Partners's Franklin US Mid Cap Multifactor Index ETF position peaked at $464K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.