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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
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

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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Members Advisory Group's IQM Position: Q2 2026 in Review

Members Advisory Group increased its Franklin Intelligent Machines ETF (IQM) stake by 405% in Q2 2026, buying an estimated $17.5M and bringing the position to 196,751 shares worth $24.4M. The position accounts for 6.82% of the portfolio, ranked #5.

Members Advisory Group first reported a position in IQM in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

  • Members Advisory Group held 196,751 shares of Franklin Intelligent Machines ETF worth $24.4M as of Q2 2026.
  • Members Advisory Group bought 157,782 Franklin Intelligent Machines ETF shares in Q2 2026, an estimated $17.5M.
  • Franklin Intelligent Machines ETF made up 6.82% of Members Advisory Group's portfolio in Q2 2026, its #5 holding.
  • Members Advisory Group first reported a position in Franklin Intelligent Machines ETF in Q3 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

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