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WealthPlan Investment Management’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

WealthPlan Investment Management’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Buy
+14,124
New +$1.15M 0.06% 205

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthPlan Investment Management's QLC Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in FlexShares US Quality Large Cap Index Fund (QLC) in Q1 2026: 14,124 shares worth $1.1M. The stake represents 0.06% of the portfolio and ranks #205 among its holdings.

66 funds tracked by Wall St. Rank hold QLC as of Q1 2026.

  • WealthPlan Investment Management held 14,124 shares of FlexShares US Quality Large Cap Index Fund worth $1.1M as of Q1 2026.
  • FlexShares US Quality Large Cap Index Fund was a new WealthPlan Investment Management position in Q1 2026.
  • FlexShares US Quality Large Cap Index Fund made up 0.06% of WealthPlan Investment Management's portfolio in Q1 2026, its #205 holding.
  • 66 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.