IQM — FRANKLIN TEMPLETON ETF TR

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in FRANKLIN TEMPLETON ETF TR (IQM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,697 +2,477 +47.5% 0.00% $673K $87.42
2025 Q3 ADDED 5,220 +342 +7.0% 0.00% $456K $87.29
2025 Q2 ADDED 4,878 +996 +25.7% 0.00% $365K $74.91
2025 Q1 REDUCED 3,882 -46 -1.2% 0.00% $221K $56.80
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IQM price (monthly, adj. close)

Other funds also holding IQM

As of 2025 Q4 — sorted by position size

Members Advisory Group LLC 3Y 4.09% Diversify Advisory Services, LLC 0.04% HARBOUR INVESTMENTS, INC. 3Y 0.01% Cetera Investment Advisers 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% Sanctuary Advisors, LLC 0.0% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% TRUIST FINANCIAL CORP 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% CGC Financial Services, LLC 0.0%
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