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Principal Securities’s Franklin Intelligent Machines ETF IQM Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-302
Closed -$26.4K – 2439
2025
Q3 		$26.4K Buy
302
+17
+6% +$1.36K ﹤0.01% 2272
2025
Q2 		$21.3K Buy
285
+160
+128% +$10.3K ﹤0.01% 2277
2025
Q1 		$8.36K Hold
125
– – ﹤0.01% 2595
2024
Q4 		$8.36K Buy
+125
New +$8.26K ﹤0.01% 2591

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 $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Principal Securities's IQM Position: Q4 2025 in Review

Principal Securities sold out of Franklin Intelligent Machines ETF (IQM) in Q4 2025, closing a stake of 302 shares — an estimated $26.4K sold.

Principal Securities first reported a position in IQM in Q4 2024 and held it in 4 quarters. The position peaked at $26.4K in Q3 2025. 20 funds tracked by Wall St. Rank hold IQM as of Q4 2025.

  • Principal Securities reported no remaining Franklin Intelligent Machines ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 302 Franklin Intelligent Machines ETF shares in Q4 2025, an estimated $26.4K.
  • Principal Securities first reported a position in Franklin Intelligent Machines ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Franklin Intelligent Machines ETF position peaked at $26.4K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.