Cetera Investment Advisers
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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
Q2 		$8.39M Sell
67,586
-23,253
-26% -$2.57M 0.01% 1263
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

MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Cetera Investment Advisers's IQM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Franklin Intelligent Machines ETF (IQM) stake by 26% in Q2 2026, selling an estimated $2.57M and leaving 67,586 shares worth $8.39M. The position accounts for 0.01% of the portfolio, ranked #1263.

Cetera Investment Advisers first reported a position in IQM in Q1 2021 and has held it in 15 quarters since. 31 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

  • Cetera Investment Advisers held 67,586 shares of Franklin Intelligent Machines ETF worth $8.39M as of Q2 2026.
  • Cetera Investment Advisers sold 23,253 Franklin Intelligent Machines ETF shares in Q2 2026, an estimated $2.57M.
  • Franklin Intelligent Machines ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1263 holding.
  • Cetera Investment Advisers first reported a position in Franklin Intelligent Machines ETF in Q1 2021 and has held it in 15 quarters since.
  • 31 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.