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 Q2	–	Sell	-28,913	Closed	-$1.59M	–	566
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 $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCG Wealth Advisors's FLQM Position: Q2 2026 in Review

WCG Wealth Advisors sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2026, closing a stake of 28,913 shares — an estimated $1.59M sold.

WCG Wealth Advisors first reported a position in FLQM in Q2 2023 and held it in 10 quarters. The position peaked at $5.27M in Q2 2025. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

WCG Wealth Advisors reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2026 after selling out during the quarter.
WCG Wealth Advisors sold 28,913 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $1.59M.
WCG Wealth Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2023 and held it in 10 quarters.
WCG Wealth Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $5.27M in Q2 2025.
166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.