JY
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Jeff Yass’s Franklin Intelligent Machines ETF IQM Stock Holding History

Jeff Yass’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 		$1.94M Sell
15,611
-7,083
-31% -$784K ﹤0.01% 6546
2026
Q1 		$2.01M Sell
22,694
-3,206
-12% -$297K ﹤0.01% 6171
2025
Q4 		$2.26M Buy
+25,900
New +$2.3M ﹤0.01% 5383

Other funds holding IQM

MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Jeff Yass's IQM Position: Q2 2026 in Review

Jeff Yass reduced its Franklin Intelligent Machines ETF (IQM) stake by 31% in Q2 2026, selling an estimated $784K and leaving 15,611 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #6546.

Jeff Yass first reported a position in IQM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.26M in Q4 2025. 31 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

  • Jeff Yass held 15,611 shares of Franklin Intelligent Machines ETF worth $1.94M as of Q2 2026.
  • Jeff Yass sold 7,083 Franklin Intelligent Machines ETF shares in Q2 2026, an estimated $784K.
  • Franklin Intelligent Machines ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6546 holding.
  • Jeff Yass first reported a position in Franklin Intelligent Machines ETF in Q4 2025 and has held it in 3 quarters since.
  • Jeff Yass's Franklin Intelligent Machines ETF position peaked at $2.26M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.