Members Advisory Group
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Members Advisory Group’s Franklin Intelligent Machines ETF IQM Stock Holding History

Members Advisory 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
Q3 		$3.91M Sell
35,286
-161,465
-82% -$17.3M 1.13% 17
2026
Q2 		$24.4M Buy
196,751
+157,782
+405% +$17.5M 6.82% 5
2026
Q1 		$3.45M Sell
38,969
-85,020
-69% -$7.87M 1.18% 21
2025
Q4 		$10.8M Buy
123,989
+116,485
+1,552% +$10.4M 4.09% 9
2025
Q3 		$655K Buy
+7,504
New +$601K 0.23% 30

Other funds holding IQM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Members Advisory Group's IQM Position: Q3 2026 in Review

Members Advisory Group reduced its Franklin Intelligent Machines ETF (IQM) stake by 82% in Q3 2026, selling an estimated $17.3M and leaving 35,286 shares worth $3.91M. The position accounts for 1.13% of the portfolio, ranked #17.

Members Advisory Group first reported a position in IQM in Q3 2025 and has held it in 5 quarters since. The position peaked at $24.4M in Q2 2026. 20 funds tracked by Wall St. Rank hold IQM as of Q3 2026.

  • Members Advisory Group held 35,286 shares of Franklin Intelligent Machines ETF worth $3.91M as of Q3 2026.
  • Members Advisory Group sold 161,465 Franklin Intelligent Machines ETF shares in Q3 2026, an estimated $17.3M.
  • Franklin Intelligent Machines ETF made up 1.13% of Members Advisory Group's portfolio in Q3 2026, its #17 holding.
  • Members Advisory Group first reported a position in Franklin Intelligent Machines ETF in Q3 2025 and has held it in 5 quarters since.
  • Members Advisory Group's Franklin Intelligent Machines ETF position peaked at $24.4M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q3 2026.

Based on Members Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.