Steward Partners Investment Advisory’s Franklin Intelligent Machines ETF IQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
4,256
+500
+13% +$37.5K ﹤0.01% 1527
2025
Q1
$213K Buy
3,756
+300
+9% +$17K ﹤0.01% 1616
2024
Q4
$231K Buy
3,456
+136
+4% +$9.09K ﹤0.01% 1523
2024
Q3
$210K Buy
3,320
+2,620
+374% +$166K ﹤0.01% 1507
2024
Q2
$44.3K Buy
+700
New +$44.3K ﹤0.01% 2160