Western Wealth Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Western Wealth Management’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	$319K	Sell	5,513 -28	-0.5%	-$1.59K	0.01%	816
2026 Q1	$304K	Sell	5,541 -423	-7%	-$24.1K	0.01%	794
2025 Q4	$336K	Sell	5,964 -133	-2%	-$7.46K	0.02%	627
2025 Q3	$344K	Sell	6,097 -42	-0.7%	-$2.35K	0.02%	552
2025 Q2	$333K	Sell	6,139 -108	-2%	-$5.68K	0.02%	526
2025 Q1	$331K	Sell	6,247 -10	-0.2%	-$546	0.02%	507
2024 Q4	$340K	Buy	6,257 +857	+16%	+$48.2K	0.02%	570
2024 Q3	$301K	Sell	5,400 -171	-3%	-$9.12K	0.02%	594
2024 Q2	$286K	Sell	5,571 -25	-0.4%	-$1.29K	0.02%	518
2024 Q1	$299K	Buy	5,596 +134	+2%	+$6.67K	0.02%	505
2023 Q4	$263K	Buy	+5,462	New	+$242K	0.02%	583

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

LFG

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

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 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

Western Wealth Management's FLQM Position: Q2 2026 in Review

Western Wealth Management reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 0.51% in Q2 2026, selling an estimated $1.59K and leaving 5,513 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #816.

Western Wealth Management first reported a position in FLQM in Q4 2023 and has held it in 11 quarters since. The position peaked at $344K in Q3 2025. 167 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

Western Wealth Management held 5,513 shares of Franklin US Mid Cap Multifactor Index ETF worth $319K as of Q2 2026.
Western Wealth Management sold 28 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $1.59K.
Franklin US Mid Cap Multifactor Index ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #816 holding.
Western Wealth Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2023 and has held it in 11 quarters since.
Western Wealth Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $344K in Q3 2025.
167 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

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