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 Q3	$474K	Hold	4,284	–	–	0.05%	137
2026 Q2	$532K	Buy	+4,284	New	+$474K	0.06%	129

Other funds holding IQM

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Howard Financial Services's IQM Position: Q3 2026 in Review

Howard Financial Services held its Franklin Intelligent Machines ETF (IQM) position steady in Q3 2026 at 4,284 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #137.

Howard Financial Services first reported a position in IQM in Q2 2026 and has held it in 2 quarters since. The position peaked at $532K in Q2 2026. 6 funds tracked by Wall St. Rank hold IQM as of Q3 2026.

Howard Financial Services held 4,284 shares of Franklin Intelligent Machines ETF worth $474K as of Q3 2026.
Howard Financial Services left its Franklin Intelligent Machines ETF share count unchanged in Q3 2026.
Franklin Intelligent Machines ETF made up 0.05% of Howard Financial Services's portfolio in Q3 2026, its #137 holding.
Howard Financial Services first reported a position in Franklin Intelligent Machines ETF in Q2 2026 and has held it in 2 quarters since.
Howard Financial Services's Franklin Intelligent Machines ETF position peaked at $532K in Q2 2026.
6 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.