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Flexshares Tr us quality cap shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Flexshares Tr us quality cap (QLC) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Flexshares Tr us quality cap

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All positions including Flexshares Tr us quality cap held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr us quality cap by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 15k 78.16

More positions owned by Pensionmark Financial Group

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NVIDIA Corporation (NVDA)
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Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
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Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Flexshares Tr us quality cap

Northern Trust
Envestnet Asset Management
Mml Investors Services
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Fiduciary Planning
Fundamentun
Raymond James Financial
LPL Financial
Kingsview Wealth Management
Herold Advisors
Goldman Sachs Group
Advantage Trust
Summit Financial

View all funds holding Flexshares Tr us quality cap