WWM
FLQM icon

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
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% 487
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return