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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
Q2 		$338K Buy
+2,724
New +$301K 0.01% 624

Other funds holding IQM

MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Avior Wealth Management's IQM Position: Q2 2026 in Review

Avior Wealth Management opened a new position in Franklin Intelligent Machines ETF (IQM) in Q2 2026: 2,724 shares worth $338K. The stake represents 0.01% of the portfolio and ranks #624 among its holdings.

7 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

  • Avior Wealth Management held 2,724 shares of Franklin Intelligent Machines ETF worth $338K as of Q2 2026.
  • Franklin Intelligent Machines ETF was a new Avior Wealth Management position in Q2 2026.
  • Franklin Intelligent Machines ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #624 holding.
  • 7 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.