WCG Wealth Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

WCG Wealth Advisors’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	$1.59M	Buy	28,913 +560	+2%	+$31.9K	0.04%	299
2025 Q4	$1.6M	Sell	28,353 -1,475	-5%	-$82.8K	0.04%	287
2025 Q3	$1.68M	Sell	29,828 -67,262	-69%	-$3.76M	0.11%	168
2025 Q2	$5.27M	Buy	97,090 +16,484	+20%	+$866K	0.34%	83
2025 Q1	$4.27M	Buy	80,606 +67,359	+508%	+$3.68M	0.32%	86
2024 Q4	$719K	Buy	+13,247	New	+$745K	0.05%	238
2024 Q2	–	Sell	-53,110	Closed	-$2.84M	–	289
2024 Q1	$2.84M	Buy	53,110 +8,278	+18%	+$412K	0.24%	97
2023 Q4	$2.16M	Sell	44,832 -2,222	-5%	-$98.4K	0.16%	126
2023 Q3	$2.02M	Buy	47,054 +27,991	+147%	+$1.26M	0.15%	133
2023 Q2	$856K	Buy	+19,063	New	+$824K	0.1%	119

Other funds holding FLQM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WCG Wealth Advisors's FLQM Position: Q1 2026 in Review

WCG Wealth Advisors increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 2% in Q1 2026, buying an estimated $31.9K and bringing the position to 28,913 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #299.

WCG Wealth Advisors first reported a position in FLQM in Q2 2023 and has held it in 10 quarters since. The position peaked at $5.27M in Q2 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

WCG Wealth Advisors held 28,913 shares of Franklin US Mid Cap Multifactor Index ETF worth $1.59M as of Q1 2026.
WCG Wealth Advisors bought 560 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $31.9K.
Franklin US Mid Cap Multifactor Index ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #299 holding.
WCG Wealth Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2023 and has held it in 10 quarters since.
WCG Wealth Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $5.27M in Q2 2025.
165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.