WI
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WBI Investments’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

WBI Investments’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 		– Sell
-5,580
Closed -$314K – 332
2025
Q4 		$314K Sell
5,580
-352
-6% -$19.8K 0.08% 249
2025
Q3 		$335K Buy
+5,932
New +$331K 0.09% 242

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

WBI Investments's FLQM Position: Q1 2026 in Review

WBI Investments sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q1 2026, closing a stake of 5,580 shares — an estimated $314K sold.

WBI Investments first reported a position in FLQM in Q3 2025 and held it in 2 quarters. The position peaked at $335K in Q3 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • WBI Investments reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 5,580 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $314K.
  • WBI Investments first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2025 and held it in 2 quarters.
  • WBI Investments's Franklin US Mid Cap Multifactor Index ETF position peaked at $335K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.