Strategic Equity Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Strategic Equity 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
2026 Q2	$475K	Sell	8,201 -195	-2%	-$11.1K	0.16%	42
2026 Q1	$461K	Sell	8,396 -2,314	-22%	-$132K	0.17%	45
2025 Q4	$603K	Sell	10,710 -683	-6%	-$38.3K	0.2%	46
2025 Q3	$643K	Hold	11,393	–	–	0.24%	38
2025 Q2	$619K	Sell	11,393 -3,310	-23%	-$174K	0.23%	40
2025 Q1	$779K	Buy	14,703 +166	+1%	+$9.07K	0.33%	34
2024 Q4	$790K	Sell	14,537 -3,674	-20%	-$207K	0.33%	33
2024 Q3	$1.01M	Buy	18,211 +11,999	+193%	+$640K	0.48%	27
2024 Q2	$319K	Buy	6,212 +800	+15%	+$41.2K	0.21%	36
2024 Q1	$289K	Buy	+5,412	New	+$269K	0.24%	29

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

Strategic Equity Management's FLQM Position: Q2 2026 in Review

Strategic Equity Management reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 2.3% in Q2 2026, selling an estimated $11.1K and leaving 8,201 shares worth $475K. The position accounts for 0.16% of the portfolio, ranked #42.

Strategic Equity Management first reported a position in FLQM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.01M in Q3 2024. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Strategic Equity Management held 8,201 shares of Franklin US Mid Cap Multifactor Index ETF worth $475K as of Q2 2026.
Strategic Equity Management sold 195 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $11.1K.
Franklin US Mid Cap Multifactor Index ETF made up 0.16% of Strategic Equity Management's portfolio in Q2 2026, its #42 holding.
Strategic Equity Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2024 and has held it in 10 quarters since.
Strategic Equity Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.01M in Q3 2024.
167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.