HFS
IQM icon

Howard Financial Services’s Franklin Intelligent Machines ETF IQM Stock Holding History

Howard 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 		$532K Buy
+4,284
New +$474K 0.05% 145

Other funds holding IQM

MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

Howard Financial Services opened a new position in Franklin Intelligent Machines ETF (IQM) in Q2 2026: 4,284 shares worth $532K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings.

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

  • Howard Financial Services held 4,284 shares of Franklin Intelligent Machines ETF worth $532K as of Q2 2026.
  • Franklin Intelligent Machines ETF was a new Howard Financial Services position in Q2 2026.
  • Franklin Intelligent Machines ETF made up 0.05% of Howard Financial Services's portfolio in Q2 2026, its #145 holding.
  • 7 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.