Cetera Investment Advisers
IQM icon

Cetera Investment Advisers’s Franklin Intelligent Machines ETF IQM Stock Holding History

Cetera Investment Advisers’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
Q1 		$8.03M Buy
90,839
+48,843
+116% +$4.52M 0.01% 1199
2025
Q4 		$3.67M Buy
41,996
+16,729
+66% +$1.49M ﹤0.01% 1687
2025
Q3 		$2.21M Buy
25,267
+10,028
+66% +$803K ﹤0.01% 2086
2025
Q2 		$1.14M Buy
15,239
+6,104
+67% +$394K ﹤0.01% 2258
2025
Q1 		$519K Buy
+9,135
New +$593K ﹤0.01% 2811
2024
Q4 		– Sell
-3,594
Closed -$228K – 3838
2024
Q3 		$228K Buy
3,594
+236
+7% +$14.5K ﹤0.01% 3291
2024
Q2 		$212K Buy
+3,358
New +$198K ﹤0.01% 3318
2022
Q4 		– Sell
-8,227
Closed -$277K – 2145
2022
Q3 		$277K Buy
8,227
+10
+0.1% +$376 0.01% 1319
2022
Q2 		$281K Sell
8,217
-3,971
-33% -$152K ﹤0.01% 1459
2022
Q1 		$562K Buy
12,188
+2,401
+25% +$110K 0.01% 1089
2021
Q4 		$531K Buy
9,787
+268
+3% +$14.3K 0.01% 1145
2021
Q3 		$462K Buy
9,519
+3,694
+63% +$183K 0.01% 1190
2021
Q2 		$279K Buy
5,825
+824
+16% +$37.1K ﹤0.01% 1464
2021
Q1 		$216K Buy
+5,001
New +$226K ﹤0.01% 1426

Other funds holding IQM

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Cetera Investment Advisers's IQM Position: Q1 2026 in Review

Cetera Investment Advisers increased its Franklin Intelligent Machines ETF (IQM) stake by 116% in Q1 2026, buying an estimated $4.52M and bringing the position to 90,839 shares worth $8.03M. The position accounts for 0.01% of the portfolio, ranked #1199.

Cetera Investment Advisers first reported a position in IQM in Q1 2021 and has held it in 14 quarters since. 22 funds tracked by Wall St. Rank hold IQM as of Q1 2026.

  • Cetera Investment Advisers held 90,839 shares of Franklin Intelligent Machines ETF worth $8.03M as of Q1 2026.
  • Cetera Investment Advisers bought 48,843 Franklin Intelligent Machines ETF shares in Q1 2026, an estimated $4.52M.
  • Franklin Intelligent Machines ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1199 holding.
  • Cetera Investment Advisers first reported a position in Franklin Intelligent Machines ETF in Q1 2021 and has held it in 14 quarters since.
  • 22 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.