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Wealthcare Advisory Partners’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Wealthcare Advisory Partners’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
2023
Q3 		– Sell
-20,647
Closed -$927K – 713
2023
Q2 		$927K Buy
20,647
+1,679
+9% +$72.6K 0.04% 305
2023
Q1 		$821K Buy
+18,968
New +$820K 0.04% 331

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealthcare Advisory Partners's FLQM Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q3 2023, closing a stake of 20,647 shares — an estimated $927K sold.

Wealthcare Advisory Partners first reported a position in FLQM in Q1 2023 and held it in 2 quarters. The position peaked at $927K in Q2 2023. 70 funds tracked by Wall St. Rank hold FLQM as of Q3 2023.

  • Wealthcare Advisory Partners reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q3 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 20,647 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2023, an estimated $927K.
  • Wealthcare Advisory Partners first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q1 2023 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Franklin US Mid Cap Multifactor Index ETF position peaked at $927K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.