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Westover Capital Advisors’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Westover Capital 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
2025
Q2 		– Sell
-11,722
Closed -$621K – 231
2025
Q1 		$621K Buy
11,722
+23
+0.2% +$1.26K 0.14% 124
2024
Q4 		$635K Buy
11,699
+187
+2% +$10.5K 0.14% 125
2024
Q3 		$641K Buy
+11,512
New +$614K 0.12% 123

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westover Capital Advisors's FLQM Position: Q2 2025 in Review

Westover Capital Advisors sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2025, closing a stake of 11,722 shares — an estimated $621K sold.

Westover Capital Advisors first reported a position in FLQM in Q3 2024 and held it in 3 quarters. The position peaked at $641K in Q3 2024. 165 funds tracked by Wall St. Rank hold FLQM as of Q2 2025.

  • Westover Capital Advisors reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 11,722 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2025, an estimated $621K.
  • Westover Capital Advisors first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q3 2024 and held it in 3 quarters.
  • Westover Capital Advisors's Franklin US Mid Cap Multifactor Index ETF position peaked at $641K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2025.

Based on Westover Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.