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Kestra Advisory Services’s Franklin Intelligent Machines ETF IQM Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-250
Closed -$21.9K – 3747
2025
Q4 		$21.9K Buy
+250
New +$22.2K ﹤0.01% 4465

Other funds holding IQM

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Kestra Advisory Services's IQM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Franklin Intelligent Machines ETF (IQM) in Q1 2026, closing a stake of 250 shares — an estimated $21.9K sold.

Kestra Advisory Services first reported a position in IQM in Q4 2025 and held it in 1 quarter. The position peaked at $21.9K in Q4 2025. 22 funds tracked by Wall St. Rank hold IQM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Franklin Intelligent Machines ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 250 Franklin Intelligent Machines ETF shares in Q1 2026, an estimated $21.9K.
  • Kestra Advisory Services first reported a position in Franklin Intelligent Machines ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Franklin Intelligent Machines ETF position peaked at $21.9K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.