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

Steward Partners Investment Advisory’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
Q1 		$401K Buy
4,530
+192
+4% +$17.8K ﹤0.01% 1631
2025
Q4 		$379K Buy
4,338
+100
+2% +$8.89K ﹤0.01% 1579
2025
Q3 		$370K Sell
4,238
-18
-0.4% -$1.44K ﹤0.01% 1537
2025
Q2 		$319K Buy
4,256
+500
+13% +$32.3K ﹤0.01% 1527
2025
Q1 		$213K Buy
3,756
+300
+9% +$19.5K ﹤0.01% 1616
2024
Q4 		$231K Buy
3,456
+136
+4% +$8.99K ﹤0.01% 1523
2024
Q3 		$210K Buy
3,320
+2,620
+374% +$161K ﹤0.01% 1507
2024
Q2 		$44.3K Buy
+700
New +$41.3K ﹤0.01% 2160

Other funds holding IQM

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

Steward Partners Investment Advisory's IQM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Franklin Intelligent Machines ETF (IQM) stake by 4.4% in Q1 2026, buying an estimated $17.8K and bringing the position to 4,530 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Steward Partners Investment Advisory first reported a position in IQM in Q2 2024 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold IQM as of Q1 2026.

  • Steward Partners Investment Advisory held 4,530 shares of Franklin Intelligent Machines ETF worth $401K as of Q1 2026.
  • Steward Partners Investment Advisory bought 192 Franklin Intelligent Machines ETF shares in Q1 2026, an estimated $17.8K.
  • Franklin Intelligent Machines ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1631 holding.
  • Steward Partners Investment Advisory first reported a position in Franklin Intelligent Machines ETF in Q2 2024 and has held it in 8 quarters since.
  • 22 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.