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
Q3 		$5.53M Buy
49,954
+9,834
+25% +$1.05M 0.01% 1465
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 +$10K ﹤0.01% 5217

Other funds holding IQM

Members Advisory Group
Members Advisory Group Williamsville, New York $346M AUM 28.02% 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

Osaic Holdings's IQM Position: Q3 2026 in Review

Osaic Holdings increased its Franklin Intelligent Machines ETF (IQM) stake by 25% in Q3 2026, buying an estimated $1.05M and bringing the position to 49,954 shares worth $5.53M. The position accounts for 0.01% of the portfolio, ranked #1465.

Osaic Holdings first reported a position in IQM in Q3 2020 and has held it in 25 quarters since. The position peaked at $12.3M in Q3 2023. 20 funds tracked by Wall St. Rank hold IQM as of Q3 2026.

  • Osaic Holdings held 49,954 shares of Franklin Intelligent Machines ETF worth $5.53M as of Q3 2026.
  • Osaic Holdings bought 9,834 Franklin Intelligent Machines ETF shares in Q3 2026, an estimated $1.05M.
  • Franklin Intelligent Machines ETF made up 0.01% of Osaic Holdings's portfolio in Q3 2026, its #1465 holding.
  • Osaic Holdings first reported a position in Franklin Intelligent Machines ETF in Q3 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Franklin Intelligent Machines ETF position peaked at $12.3M in Q3 2023.
  • 20 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.