Osaic Holdings
IQM icon

Osaic Holdings’s Franklin Intelligent Machines ETF IQM Stock Holding History

Osaic Holdings’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 		$4.98M Buy
40,120
+12,020
+43% +$1.33M 0.01% 1528
2026
Q1 		$2.49M Buy
28,100
+5,052
+22% +$468K ﹤0.01% 1899
2025
Q4 		$2.01M Buy
23,048
+2,685
+13% +$239K ﹤0.01% 2087
2025
Q3 		$1.63M Buy
20,363
+10,151
+99% +$812K ﹤0.01% 2353
2025
Q2 		$765K Buy
10,212
+2,143
+27% +$138K ﹤0.01% 2745
2025
Q1 		$458K Buy
8,069
+776
+11% +$50.3K ﹤0.01% 2955
2024
Q4 		$488K Sell
7,293
-27,013
-79% -$1.79M ﹤0.01% 2827
2024
Q3 		$2.17M Sell
34,306
-2,070
-6% -$127K ﹤0.01% 1641
2024
Q2 		$2.3M Sell
36,376
-10,717
-23% -$633K 0.01% 1517
2024
Q1 		$2.75M Buy
47,093
+6,869
+17% +$376K 0.01% 1464
2023
Q4 		$2.05M Sell
40,224
-237,144
-85% -$11M ﹤0.01% 1841
2023
Q3 		$12.3M Buy
277,368
+274,123
+8,448% +$12.9M 0.02% 760
2023
Q2 		$159K Buy
3,245
+1,750
+117% +$78.4K ﹤0.01% 4073
2023
Q1 		$65.9K Sell
1,495
-270
-15% -$11K ﹤0.01% 4773
2022
Q4 		$63K Hold
1,765
– – ﹤0.01% 4766
2022
Q3 		$60K Hold
1,765
– – ﹤0.01% 4761
2022
Q2 		$60K Hold
1,765
– – ﹤0.01% 4813
2022
Q1 		$81K Hold
1,765
– – ﹤0.01% 4751
2021
Q4 		$96K Buy
1,765
+639
+57% +$34.1K ﹤0.01% 4628
2021
Q3 		$55K Buy
1,126
+75
+7% +$3.71K ﹤0.01% 5030
2021
Q2 		$50K Hold
1,051
– – ﹤0.01% 5041
2021
Q1 		$45K Buy
1,051
+402
+62% +$18.1K ﹤0.01% 4953
2020
Q4 		$28K Buy
649
+339
+109% +$12.9K ﹤0.01% 4948
2020
Q3 		$11K Buy
+310
New +$9.97K ﹤0.01% 5217

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
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

Osaic Holdings's IQM Position: Q2 2026 in Review

Osaic Holdings increased its Franklin Intelligent Machines ETF (IQM) stake by 43% in Q2 2026, buying an estimated $1.33M and bringing the position to 40,120 shares worth $4.98M. The position accounts for 0.01% of the portfolio, ranked #1528.

Osaic Holdings first reported a position in IQM in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.3M in Q3 2023. 32 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

  • Osaic Holdings held 40,120 shares of Franklin Intelligent Machines ETF worth $4.98M as of Q2 2026.
  • Osaic Holdings bought 12,020 Franklin Intelligent Machines ETF shares in Q2 2026, an estimated $1.33M.
  • Franklin Intelligent Machines ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1528 holding.
  • Osaic Holdings first reported a position in Franklin Intelligent Machines ETF in Q3 2020 and has held it in 24 quarters since.
  • Osaic Holdings's Franklin Intelligent Machines ETF position peaked at $12.3M in Q3 2023.
  • 32 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.