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

Trademark Financial 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 		$213K Sell
3,676
-489
-12% -$27.7K 0.09% 104
2026
Q1 		$229K Sell
4,165
-305
-7% -$17.4K 0.11% 97
2025
Q4 		$251K Sell
4,470
-14,578
-77% -$818K 0.14% 87
2025
Q3 		$1.08M Buy
19,048
+893
+5% +$49.9K 0.63% 35
2025
Q2 		$986K Buy
+18,155
New +$954K 0.6% 36

Other funds holding FLQM

HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Trademark Financial Management's FLQM Position: Q2 2026 in Review

Trademark Financial Management reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 12% in Q2 2026, selling an estimated $27.7K and leaving 3,676 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #104.

Trademark Financial Management first reported a position in FLQM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2025. 70 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Trademark Financial Management held 3,676 shares of Franklin US Mid Cap Multifactor Index ETF worth $213K as of Q2 2026.
  • Trademark Financial Management sold 489 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $27.7K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.09% of Trademark Financial Management's portfolio in Q2 2026, its #104 holding.
  • Trademark Financial Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Trademark Financial Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.08M in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.