UBS Group’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 | $321K | Sell |
4,286
-1,016
| -19% | -$76.1K | ﹤0.01% | 5179 |
|
|
2025
Q1 | $301K | Buy |
5,302
+1,260
| +31% | +$71.6K | ﹤0.01% | 5019 |
|
|
2024
Q4 | $270K | Buy |
+4,042
| New | +$270K | ﹤0.01% | 5084 |
|
|
2024
Q1 | – | Sell |
-4,551
| Closed | -$232K | – | 8371 |
|
|
2023
Q4 | $232K | Buy |
4,551
+3,109
| +216% | +$159K | ﹤0.01% | 4521 |
|
|
2023
Q3 | $63.8K | Buy |
+1,442
| New | +$63.8K | ﹤0.01% | 5010 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$441 | – | 8092 |
|
|
2023
Q1 | $441 | Sell |
10
-107
| -91% | -$4.72K | ﹤0.01% | 7931 |
|
|
2022
Q4 | $4.23K | Buy |
+117
| New | +$4.23K | ﹤0.01% | 8160 |
|
|
2022
Q3 | – | Sell |
-77
| Closed | -$3K | – | 9438 |
|
|
2022
Q2 | $3K | Sell |
77
-643
| -89% | -$25.1K | ﹤0.01% | 8283 |
|
|
2022
Q1 | $33K | Buy |
720
+230
| +47% | +$10.5K | ﹤0.01% | 5874 |
|
|
2021
Q4 | $27K | Buy |
490
+263
| +116% | +$14.5K | ﹤0.01% | 6380 |
|
|
2021
Q3 | $11K | Sell |
227
-1,103
| -83% | -$53.4K | ﹤0.01% | 6739 |
|
|
2021
Q2 | $64K | Buy |
1,330
+1,099
| +476% | +$52.9K | ﹤0.01% | 5156 |
|
|
2021
Q1 | $10K | Buy |
231
+144
| +166% | +$6.23K | ﹤0.01% | 6897 |
|
|
2020
Q4 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 6880 |
|