Steward Partners Investment Advisory’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Steward Partners Investment Advisory’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	$2.91M	Sell	52,938 -4,270	-7%	-$243K	0.01%	710
2025 Q4	$3.22M	Buy	57,208 +6,624	+13%	+$372K	0.02%	617
2025 Q3	$2.86M	Buy	50,584 +5,308	+12%	+$297K	0.02%	652
2025 Q2	$2.46M	Buy	45,276 +11,856	+35%	+$623K	0.02%	646
2025 Q1	$1.77M	Buy	33,420 +2,193	+7%	+$120K	0.02%	697
2024 Q4	$1.7M	Buy	31,227 +721	+2%	+$40.5K	0.02%	688
2024 Q3	$1.7M	Buy	30,506 +3,663	+14%	+$195K	0.02%	681
2024 Q2	$1.38M	Sell	26,843 -3,594	-12%	-$185K	0.01%	705
2024 Q1	$1.63M	Buy	+30,437	New	+$1.52M	0.02%	639

Other funds holding FLQM

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's FLQM Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 7.5% in Q1 2026, selling an estimated $243K and leaving 52,938 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #710.

Steward Partners Investment Advisory first reported a position in FLQM in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.22M in Q4 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

Steward Partners Investment Advisory held 52,938 shares of Franklin US Mid Cap Multifactor Index ETF worth $2.91M as of Q1 2026.
Steward Partners Investment Advisory sold 4,270 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $243K.
Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #710 holding.
Steward Partners Investment Advisory first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Franklin US Mid Cap Multifactor Index ETF position peaked at $3.22M in Q4 2025.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.