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Independent Financial Group’s Franklin Intelligent Machines ETF IQM Stock Holding History

Independent Financial Group’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 		$232K Buy
+1,868
New +$207K ﹤0.01% 1396

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
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
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

Independent Financial Group's IQM Position: Q2 2026 in Review

Independent Financial Group opened a new position in Franklin Intelligent Machines ETF (IQM) in Q2 2026: 1,868 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings.

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

  • Independent Financial Group held 1,868 shares of Franklin Intelligent Machines ETF worth $232K as of Q2 2026.
  • Franklin Intelligent Machines ETF was a new Independent Financial Group position in Q2 2026.
  • Franklin Intelligent Machines ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1396 holding.
  • 7 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.