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 Q2	$573K	Buy	4,610 +80	+2%	+$8.85K	﹤0.01%	1617
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

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's IQM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Franklin Intelligent Machines ETF (IQM) stake by 1.8% in Q2 2026, buying an estimated $8.85K and bringing the position to 4,610 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Steward Partners Investment Advisory first reported a position in IQM in Q2 2024 and has held it in 9 quarters since. 31 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

Steward Partners Investment Advisory held 4,610 shares of Franklin Intelligent Machines ETF worth $573K as of Q2 2026.
Steward Partners Investment Advisory bought 80 Franklin Intelligent Machines ETF shares in Q2 2026, an estimated $8.85K.
Franklin Intelligent Machines ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1617 holding.
Steward Partners Investment Advisory first reported a position in Franklin Intelligent Machines ETF in Q2 2024 and has held it in 9 quarters since.
31 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.