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Venturi Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-204
Closed -$11.1K – 1022
2024
Q4 		$11.1K Buy
+204
New +$11.5K ﹤0.01% 1407

Other funds holding FLQM

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Venturi Wealth Management's FLQM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2025, closing a stake of 204 shares — an estimated $11.1K sold.

Venturi Wealth Management first reported a position in FLQM in Q4 2024 and held it in 1 quarter. The position peaked at $11.1K in Q4 2024. 149 funds tracked by Wall St. Rank hold FLQM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 204 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2025, an estimated $11.1K.
  • Venturi Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $11.1K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.