Envestnet Asset Management
IQM icon

Envestnet Asset Management’s Franklin Intelligent Machines ETF IQM Stock Holding History

Envestnet Asset Management’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 		$5.93M Buy
47,729
+43,574
+1,049% +$4.82M ﹤0.01% 2340
2026
Q1 		$368K Sell
4,155
-116
-3% -$10.7K ﹤0.01% 4152
2025
Q4 		$373K Buy
4,271
+134
+3% +$11.9K ﹤0.01% 3889
2025
Q3 		$361K Buy
+4,137
New +$331K ﹤0.01% 3965

Other funds holding IQM

MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Envestnet Asset Management's IQM Position: Q2 2026 in Review

Envestnet Asset Management increased its Franklin Intelligent Machines ETF (IQM) stake by 1,049% in Q2 2026, buying an estimated $4.82M and bringing the position to 47,729 shares worth $5.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

Envestnet Asset Management first reported a position in IQM in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

  • Envestnet Asset Management held 47,729 shares of Franklin Intelligent Machines ETF worth $5.93M as of Q2 2026.
  • Envestnet Asset Management bought 43,574 Franklin Intelligent Machines ETF shares in Q2 2026, an estimated $4.82M.
  • Franklin Intelligent Machines ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2340 holding.
  • Envestnet Asset Management first reported a position in Franklin Intelligent Machines ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.