Envestnet Portfolio Solutions
IQM icon

Envestnet Portfolio Solutions’s Franklin Intelligent Machines ETF IQM Stock Holding History

Envestnet Portfolio Solutions’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 		$445K Buy
+3,582
New +$396K ﹤0.01% 1036

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Envestnet Portfolio Solutions's IQM Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Franklin Intelligent Machines ETF (IQM) in Q2 2026: 3,582 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #1036 among its holdings.

7 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,582 shares of Franklin Intelligent Machines ETF worth $445K as of Q2 2026.
  • Franklin Intelligent Machines ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
  • Franklin Intelligent Machines ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1036 holding.
  • 7 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.