SIM
FLQM icon

Stratos Investment Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Stratos Investment 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 		$12.2M Buy
211,505
+10,886
+5% +$618K 0.44% 55
2026
Q1 		$11M Buy
200,619
+4,206
+2% +$240K 0.44% 57
2025
Q4 		$11.1M Sell
196,413
-880
-0.4% -$49.4K 0.44% 57
2025
Q3 		$11.1M Buy
197,293
+2,103
+1% +$117K 0.46% 54
2025
Q2 		$10.6M Buy
195,190
+2,211
+1% +$116K 0.49% 49
2025
Q1 		$10.2M Buy
192,979
+30,762
+19% +$1.68M 0.55% 43
2024
Q4 		$8.81M Sell
162,217
-27,749
-15% -$1.56M 0.53% 48
2024
Q3 		$10.6M Buy
189,966
+1,504
+0.8% +$80.2K 0.74% 35
2024
Q2 		$9.67M Buy
188,462
+4,996
+3% +$257K 0.8% 32
2024
Q1 		$9.81M Sell
183,466
-34,730
-16% -$1.73M 0.96% 32
2023
Q4 		$10.5M Buy
218,196
+8,266
+4% +$366K 1.24% 23
2023
Q3 		$9.02M Buy
+209,930
New +$9.42M 1.35% 21

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

Stratos Investment Management's FLQM Position: Q2 2026 in Review

Stratos Investment Management increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 5.4% in Q2 2026, buying an estimated $618K and bringing the position to 211,505 shares worth $12.2M. The position accounts for 0.44% of the portfolio, ranked #55.

Stratos Investment Management first reported a position in FLQM in Q3 2023 and has held it in 12 quarters since. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Stratos Investment Management held 211,505 shares of Franklin US Mid Cap Multifactor Index ETF worth $12.2M as of Q2 2026.
  • Stratos Investment Management bought 10,886 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $618K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.44% of Stratos Investment Management's portfolio in Q2 2026, its #55 holding.
  • Stratos Investment Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2023 and has held it in 12 quarters since.
  • 167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.