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

Summit 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
Q1 		$359K Sell
6,538
-2,259
-26% -$129K ﹤0.01% 1114
2025
Q4 		$495K Sell
8,797
-3,559
-29% -$200K 0.01% 894
2025
Q3 		$697K Buy
+12,356
New +$690K 0.01% 766

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Summit Financial's FLQM Position: Q1 2026 in Review

Summit Financial reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 26% in Q1 2026, selling an estimated $129K and leaving 6,538 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Summit Financial first reported a position in FLQM in Q3 2025 and has held it in 3 quarters since. The position peaked at $697K in Q3 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • Summit Financial held 6,538 shares of Franklin US Mid Cap Multifactor Index ETF worth $359K as of Q1 2026.
  • Summit Financial sold 2,259 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $129K.
  • Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1114 holding.
  • Summit Financial first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Franklin US Mid Cap Multifactor Index ETF position peaked at $697K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.