Cambridge Investment Research Advisors’s Franklin Intelligent Machines ETF IQM Stock Holding History

Cambridge Investment Research Advisors’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
2025 Q1	–	Sell	-5,625	Closed	-$376K	–	3566
2024 Q4	$376K	Buy	5,625 +521	+10%	+$34.4K	﹤0.01%	2655
2024 Q3	$323K	Buy	+5,104	New	+$313K	﹤0.01%	2776
2021 Q1	–	Sell	-5,574	Closed	-$242K	–	2934
2020 Q4	$242K	Buy	+5,574	New	+$212K	﹤0.01%	2319

Other funds holding IQM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

DAS

Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Cambridge Investment Research Advisors's IQM Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of Franklin Intelligent Machines ETF (IQM) in Q1 2025, closing a stake of 5,625 shares — an estimated $376K sold.

Cambridge Investment Research Advisors first reported a position in IQM in Q4 2020 and held it in 3 quarters. The position peaked at $376K in Q4 2024. 15 funds tracked by Wall St. Rank hold IQM as of Q1 2025.

Cambridge Investment Research Advisors reported no remaining Franklin Intelligent Machines ETF position as of Q1 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 5,625 Franklin Intelligent Machines ETF shares in Q1 2025, an estimated $376K.
Cambridge Investment Research Advisors first reported a position in Franklin Intelligent Machines ETF in Q4 2020 and held it in 3 quarters.
Cambridge Investment Research Advisors's Franklin Intelligent Machines ETF position peaked at $376K in Q4 2024.
15 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.