Stifel Financial’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Stifel Financial’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	$24.8M	Buy	428,809 +16,494	+4%	+$936K	0.02%	599
2026 Q1	$22.6M	Buy	412,315 +39,542	+11%	+$2.25M	0.02%	586
2025 Q4	$21M	Buy	372,773 +5,792	+2%	+$325K	0.02%	617
2025 Q3	$20.7M	Buy	366,981 +70,542	+24%	+$3.94M	0.02%	615
2025 Q2	$16.1M	Buy	296,439 +59,964	+25%	+$3.15M	0.02%	679
2025 Q1	$12.5M	Buy	236,475 +82,421	+54%	+$4.5M	0.01%	755
2024 Q4	$8.37M	Buy	154,054 +16,442	+12%	+$925K	0.01%	942
2024 Q3	$7.67M	Buy	137,612 +17,973	+15%	+$958K	0.01%	970
2024 Q2	$6.14M	Buy	119,639 +12,087	+11%	+$622K	0.01%	1032
2024 Q1	$5.75M	Buy	107,552 +16,626	+18%	+$828K	0.01%	1063
2023 Q4	$4.38M	Buy	90,926 +46,719	+106%	+$2.07M	0.01%	1182
2023 Q3	$1.9M	Buy	44,207 +6,977	+19%	+$313K	﹤0.01%	1626
2023 Q2	$1.67M	Sell	37,230 -887	-2%	-$38.3K	﹤0.01%	1753
2023 Q1	$1.65M	Buy	38,117 +17,627	+86%	+$762K	﹤0.01%	1706
2022 Q4	$851K	Buy	+20,490	New	+$843K	﹤0.01%	2121

Other funds holding FLQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's FLQM Position: Q2 2026 in Review

Stifel Financial increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 4% in Q2 2026, buying an estimated $936K and bringing the position to 428,809 shares worth $24.8M. The position accounts for 0.02% of the portfolio, ranked #599.

Stifel Financial first reported a position in FLQM in Q4 2022 and has held it in 15 quarters since. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Stifel Financial held 428,809 shares of Franklin US Mid Cap Multifactor Index ETF worth $24.8M as of Q2 2026.
Stifel Financial bought 16,494 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $936K.
Franklin US Mid Cap Multifactor Index ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #599 holding.
Stifel Financial first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2022 and has held it in 15 quarters since.
167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.