Benjamin F. Edwards & Company’s Franklin Intelligent Machines ETF IQM Stock Holding History

Benjamin F. Edwards & Company’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
2023 Q1	–	Sell	-232	Closed	-$8K	–	1851
2022 Q4	$8K	Sell	232 -4,213	-95%	-$154K	﹤0.01%	1470
2022 Q3	$150K	Sell	4,445 -110	-2%	-$4.14K	0.01%	750
2022 Q2	$156K	Sell	4,555 -1,150	-20%	-$44.1K	0.01%	734
2022 Q1	$263K	Buy	5,705 +467	+9%	+$21.3K	0.01%	611
2021 Q4	$284K	Sell	5,238 -456	-8%	-$24.3K	0.01%	586
2021 Q3	$276K	Buy	5,694 +10	+0.2%	+$494	0.01%	571
2021 Q2	$272K	Buy	5,684 +24	+0.4%	+$1.08K	0.01%	579
2021 Q1	$245K	Sell	5,660 -855	-13%	-$38.6K	0.01%	625
2020 Q4	$283K	Buy	6,515 +158	+2%	+$6.02K	0.02%	553
2020 Q3	$217K	Buy	+6,357	New	+$204K	0.01%	572

Other funds holding IQM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Benjamin F. Edwards & Company's IQM Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of Franklin Intelligent Machines ETF (IQM) in Q1 2023, closing a stake of 232 shares — an estimated $8K sold.

Benjamin F. Edwards & Company first reported a position in IQM in Q3 2020 and held it in 10 quarters. The position peaked at $284K in Q4 2021. 6 funds tracked by Wall St. Rank hold IQM as of Q1 2023.

Benjamin F. Edwards & Company reported no remaining Franklin Intelligent Machines ETF position as of Q1 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 232 Franklin Intelligent Machines ETF shares in Q1 2023, an estimated $8K.
Benjamin F. Edwards & Company first reported a position in Franklin Intelligent Machines ETF in Q3 2020 and held it in 10 quarters.
Benjamin F. Edwards & Company's Franklin Intelligent Machines ETF position peaked at $284K in Q4 2021.
6 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.