CGC Financial Services
IQM icon

CGC Financial Services’s Franklin Intelligent Machines ETF IQM Stock Holding History

CGC Financial Services’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
Q3 		$1.99K Hold
18
– – ﹤0.01% 292
2026
Q2 		$2.24K Hold
18
– – ﹤0.01% 290
2026
Q1 		$1.59K Hold
18
– – ﹤0.01% 290
2025
Q4 		$1.57K Hold
18
– – ﹤0.01% 299
2025
Q3 		$1.57K Hold
18
– – ﹤0.01% 297
2025
Q2 		$1.35K Sell
18
-50
-74% -$3.23K ﹤0.01% 293
2025
Q1 		$3.86K Hold
68
– – ﹤0.01% 253
2024
Q4 		$4.55K Hold
68
– – ﹤0.01% 251
2024
Q3 		$4.31K Hold
68
– – ﹤0.01% 246
2024
Q2 		$4.3K Hold
68
– – ﹤0.01% 249
2024
Q1 		$3.97K Hold
68
– – ﹤0.01% 257
2023
Q4 		$3.47K Hold
68
– – ﹤0.01% 274
2023
Q3 		$3.01K Buy
+68
New +$3.2K ﹤0.01% 235

Other funds holding IQM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Members Advisory Group
Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CGC Financial Services's IQM Position: Q3 2026 in Review

CGC Financial Services held its Franklin Intelligent Machines ETF (IQM) position steady in Q3 2026 at 18 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

CGC Financial Services first reported a position in IQM in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.55K in Q4 2024. 20 funds tracked by Wall St. Rank hold IQM as of Q3 2026.

  • CGC Financial Services held 18 shares of Franklin Intelligent Machines ETF worth $1.99K as of Q3 2026.
  • CGC Financial Services left its Franklin Intelligent Machines ETF share count unchanged in Q3 2026.
  • Franklin Intelligent Machines ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #292 holding.
  • CGC Financial Services first reported a position in Franklin Intelligent Machines ETF in Q3 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Franklin Intelligent Machines ETF position peaked at $4.55K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.