Avior Wealth Management’s Franklin Intelligent Machines ETF IQM Stock Holding History

Avior Wealth Management’s Portfolio IQM Stock Details IQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2,724	Closed	-$338K	–	816
2026 Q2	$338K	Buy	+2,724	New	+$301K	0.01%	624

Other funds holding IQM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Avior Wealth Management's IQM Position: Q3 2026 in Review

Avior Wealth Management sold out of Franklin Intelligent Machines ETF (IQM) in Q3 2026, closing a stake of 2,724 shares — an estimated $338K sold.

Avior Wealth Management first reported a position in IQM in Q2 2026 and held it in 1 quarter. The position peaked at $338K in Q2 2026. 6 funds tracked by Wall St. Rank hold IQM as of Q3 2026.

Avior Wealth Management reported no remaining Franklin Intelligent Machines ETF position as of Q3 2026 after selling out during the quarter.
Avior Wealth Management sold 2,724 Franklin Intelligent Machines ETF shares in Q3 2026, an estimated $338K.
Avior Wealth Management first reported a position in Franklin Intelligent Machines ETF in Q2 2026 and held it in 1 quarter.
Avior Wealth Management's Franklin Intelligent Machines ETF position peaked at $338K in Q2 2026.
6 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.