UBS Group
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UBS Group’s Franklin Intelligent Machines ETF IQM Stock Holding History

UBS Group’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
Q3 		– Sell
-4,286
Closed -$321K – 10596
2025
Q2 		$321K Sell
4,286
-1,016
-19% -$65.5K ﹤0.01% 6388
2025
Q1 		$301K Buy
5,302
+1,260
+31% +$81.7K ﹤0.01% 6237
2024
Q4 		$270K Buy
+4,042
New +$267K ﹤0.01% 6271
2024
Q1 		– Sell
-4,551
Closed -$232K – 9664
2023
Q4 		$232K Buy
4,551
+3,109
+216% +$144K ﹤0.01% 5693
2023
Q3 		$63.8K Buy
+1,442
New +$67.9K ﹤0.01% 6132
2023
Q2 		– Sell
-10
Closed -$441 – 9250
2023
Q1 		$441 Sell
10
-107
-91% -$4.35K ﹤0.01% 9033
2022
Q4 		$4.23K Buy
+117
New +$4.28K ﹤0.01% 9358
2022
Q3 		– Sell
-77
Closed -$3K – 10620
2022
Q2 		$3K Sell
77
-643
-89% -$24.7K ﹤0.01% 9328
2022
Q1 		$33K Buy
720
+230
+47% +$10.5K ﹤0.01% 6905
2021
Q4 		$27K Buy
490
+263
+116% +$14K ﹤0.01% 7492
2021
Q3 		$11K Sell
227
-1,103
-83% -$54.5K ﹤0.01% 7883
2021
Q2 		$64K Buy
1,330
+1,099
+476% +$49.5K ﹤0.01% 6211
2021
Q1 		$10K Buy
231
+144
+166% +$6.49K ﹤0.01% 7925
2020
Q4 		$4K Buy
+87
New +$3.31K ﹤0.01% 7912

Other funds holding IQM

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group's IQM Position: Q3 2025 in Review

UBS Group sold out of Franklin Intelligent Machines ETF (IQM) in Q3 2025, closing a stake of 4,286 shares — an estimated $321K sold.

UBS Group first reported a position in IQM in Q4 2020 and held it in 14 quarters. The position peaked at $321K in Q2 2025. 18 funds tracked by Wall St. Rank hold IQM as of Q3 2025.

  • UBS Group reported no remaining Franklin Intelligent Machines ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 4,286 Franklin Intelligent Machines ETF shares in Q3 2025, an estimated $321K.
  • UBS Group first reported a position in Franklin Intelligent Machines ETF in Q4 2020 and held it in 14 quarters.
  • UBS Group's Franklin Intelligent Machines ETF position peaked at $321K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.