Commonwealth Equity Services’s Franklin Intelligent Machines ETF IQM Stock Holding History

Commonwealth Equity 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	$988K	Buy	8,918 +806	+10%	+$86.4K	﹤0.01%	2685
2026 Q2	$1.01M	Buy	8,112 +130	+2%	+$14.4K	﹤0.01%	2710
2026 Q1	$706K	Buy	7,982 +285	+4%	+$26.4K	﹤0.01%	2904
2025 Q4	$673K	Buy	7,697 +2,477	+47%	+$220K	﹤0.01%	2919
2025 Q3	$456K	Buy	5,220 +342	+7%	+$27.4K	﹤0.01%	3250
2025 Q2	$365K	Buy	4,878 +996	+26%	+$64.3K	﹤0.01%	3425
2025 Q1	$221K	Sell	3,882 -46	-1%	-$2.98K	﹤0.01%	3752
2024 Q4	$263K	Hold	3,928	–	–	﹤0.01%	3542
2024 Q3	$249K	Buy	3,928 +83	+2%	+$5.1K	﹤0.01%	3509
2024 Q2	$243K	Hold	3,845	–	–	﹤0.01%	3493
2024 Q1	$225K	Buy	+3,845	New	+$210K	﹤0.01%	3529
2022 Q2	–	Sell	-4,579	Closed	-$211K	–	3737
2022 Q1	$211K	Buy	4,579 +882	+24%	+$40.3K	﹤0.01%	3287
2021 Q4	$200K	Buy	+3,697	New	+$197K	﹤0.01%	3309

Other funds holding IQM

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Members Advisory Group Williamsville, New York $346M AUM 28.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Commonwealth Equity Services's IQM Position: Q3 2026 in Review

Commonwealth Equity Services increased its Franklin Intelligent Machines ETF (IQM) stake by 9.9% in Q3 2026, buying an estimated $86.4K and bringing the position to 8,918 shares worth $988K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Commonwealth Equity Services first reported a position in IQM in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2026. 20 funds tracked by Wall St. Rank hold IQM as of Q3 2026.

Commonwealth Equity Services held 8,918 shares of Franklin Intelligent Machines ETF worth $988K as of Q3 2026.
Commonwealth Equity Services bought 806 Franklin Intelligent Machines ETF shares in Q3 2026, an estimated $86.4K.
Franklin Intelligent Machines ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2685 holding.
Commonwealth Equity Services first reported a position in Franklin Intelligent Machines ETF in Q4 2021 and has held it in 13 quarters since.
Commonwealth Equity Services's Franklin Intelligent Machines ETF position peaked at $1.01M in Q2 2026.
20 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.