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 Q3	$450K	Sell	7,838 -7	-0.1%	-$420	0.08%	179
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

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

SHFA

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

RWM

Riverbend Wealth Management Myrtle Beach, South Carolina $220M AUM 23.27% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Southland Equity Partners's FLQM Position: Q3 2026 in Review

Southland Equity Partners reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 0.09% in Q3 2026, selling an estimated $420 and leaving 7,838 shares worth $450K. The position accounts for 0.08% of the portfolio, ranked #179.

Southland Equity Partners first reported a position in FLQM in Q4 2022 and has held it in 16 quarters since. The position peaked at $464K in Q3 2025. 17 funds tracked by Wall St. Rank hold FLQM as of Q3 2026.

Southland Equity Partners held 7,838 shares of Franklin US Mid Cap Multifactor Index ETF worth $450K as of Q3 2026.
Southland Equity Partners sold 7 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2026, an estimated $420.
Franklin US Mid Cap Multifactor Index ETF made up 0.08% of Southland Equity Partners's portfolio in Q3 2026, its #179 holding.
Southland Equity Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2022 and has held it in 16 quarters since.
Southland Equity Partners's Franklin US Mid Cap Multifactor Index ETF position peaked at $464K in Q3 2025.
17 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.