Cetera Investment Advisers’s Franklin Intelligent Machines ETF IQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
15,239
+6,104
| +67% | +$457K | ﹤0.01% | 2258 |
|
|
2025
Q1 | $519K | Buy |
+9,135
| New | +$519K | ﹤0.01% | 2811 |
|
|
2024
Q4 | – | Sell |
-3,594
| Closed | -$228K | – | 3799 |
|
|
2024
Q3 | $228K | Buy |
3,594
+236
| +7% | +$15K | ﹤0.01% | 3291 |
|
|
2024
Q2 | $212K | Buy |
+3,358
| New | +$212K | ﹤0.01% | 3318 |
|
|
2022
Q4 | – | Sell |
-8,227
| Closed | -$277K | – | 2124 |
|
|
2022
Q3 | $277K | Buy |
8,227
+10
| +0.1% | +$337 | 0.01% | 1319 |
|
|
2022
Q2 | $281K | Sell |
8,217
-3,971
| -33% | -$136K | ﹤0.01% | 1458 |
|
|
2022
Q1 | $562K | Buy |
12,188
+2,401
| +25% | +$111K | 0.01% | 1089 |
|
|
2021
Q4 | $531K | Buy |
9,787
+268
| +3% | +$14.5K | 0.01% | 1145 |
|
|
2021
Q3 | $462K | Buy |
9,519
+3,694
| +63% | +$179K | 0.01% | 1190 |
|
|
2021
Q2 | $279K | Buy |
5,825
+824
| +16% | +$39.5K | ﹤0.01% | 1464 |
|
|
2021
Q1 | $216K | Buy |
+5,001
| New | +$216K | ﹤0.01% | 1426 |
|