Truist Financial
IQM icon

Truist Financial’s Franklin Intelligent Machines ETF IQM Stock Holding History

Truist Financial’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 		$1.03M Buy
8,324
+1,335
+19% +$148K ﹤0.01% 1756
2026
Q1 		$618K Buy
6,989
+172
+3% +$15.9K ﹤0.01% 1953
2025
Q4 		$596K Buy
6,817
+2,940
+76% +$261K ﹤0.01% 1950
2025
Q3 		$338K Buy
+3,877
New +$310K ﹤0.01% 2241

Other funds holding IQM

MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Truist Financial's IQM Position: Q2 2026 in Review

Truist Financial increased its Franklin Intelligent Machines ETF (IQM) stake by 19% in Q2 2026, buying an estimated $148K and bringing the position to 8,324 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Truist Financial first reported a position in IQM in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

  • Truist Financial held 8,324 shares of Franklin Intelligent Machines ETF worth $1.03M as of Q2 2026.
  • Truist Financial bought 1,335 Franklin Intelligent Machines ETF shares in Q2 2026, an estimated $148K.
  • Franklin Intelligent Machines ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1756 holding.
  • Truist Financial first reported a position in Franklin Intelligent Machines ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.