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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
Q2 		$2.23K 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

MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CGC Financial Services's IQM Position: Q2 2026 in Review

CGC Financial Services held its Franklin Intelligent Machines ETF (IQM) position steady in Q2 2026 at 18 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

CGC Financial Services first reported a position in IQM in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.55K in Q4 2024. 6 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

  • CGC Financial Services held 18 shares of Franklin Intelligent Machines ETF worth $2.23K as of Q2 2026.
  • CGC Financial Services left its Franklin Intelligent Machines ETF share count unchanged in Q2 2026.
  • Franklin Intelligent Machines ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #290 holding.
  • CGC Financial Services first reported a position in Franklin Intelligent Machines ETF in Q3 2023 and has held it in 12 quarters since.
  • CGC Financial Services's Franklin Intelligent Machines ETF position peaked at $4.55K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.