Harbour Investments’s Franklin Intelligent Machines ETF IQM Stock Holding History

Harbour Investments’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 Q1	$301K	Sell	3,404 -94	-3%	-$8.7K	﹤0.01%	1312
2025 Q4	$306K	Buy	3,498 +277	+9%	+$24.6K	0.01%	1079
2025 Q3	$278K	Buy	3,221 +77	+2%	+$6.16K	0.01%	1096
2025 Q2	$236K	Buy	3,144 +17	+0.5%	+$1.1K	0.01%	1097
2025 Q1	$178K	Sell	3,127 -824	-21%	-$53.5K	0.01%	1148
2024 Q4	$264K	Buy	3,951 +36	+0.9%	+$2.38K	0.01%	920
2024 Q3	$248K	Buy	3,915 +332	+9%	+$20.4K	0.01%	923
2024 Q2	$227K	Buy	3,583 +190	+6%	+$11.2K	0.01%	902
2024 Q1	$198K	Sell	3,393 -1,287	-28%	-$70.4K	0.01%	930
2023 Q4	$239K	Hold	4,680	–	–	0.01%	797
2023 Q3	$207K	Buy	4,680 +689	+17%	+$32.4K	0.01%	778
2023 Q2	$195K	Buy	+3,991	New	+$179K	0.01%	805

Other funds holding IQM

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Harbour Investments's IQM Position: Q1 2026 in Review

Harbour Investments reduced its Franklin Intelligent Machines ETF (IQM) stake by 2.7% in Q1 2026, selling an estimated $8.7K and leaving 3,404 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Harbour Investments first reported a position in IQM in Q2 2023 and has held it in 12 quarters since. The position peaked at $306K in Q4 2025. 22 funds tracked by Wall St. Rank hold IQM as of Q1 2026.

Harbour Investments held 3,404 shares of Franklin Intelligent Machines ETF worth $301K as of Q1 2026.
Harbour Investments sold 94 Franklin Intelligent Machines ETF shares in Q1 2026, an estimated $8.7K.
Franklin Intelligent Machines ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1312 holding.
Harbour Investments first reported a position in Franklin Intelligent Machines ETF in Q2 2023 and has held it in 12 quarters since.
Harbour Investments's Franklin Intelligent Machines ETF position peaked at $306K in Q4 2025.
22 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.