Financial Partners Group, Inc IQM β€” FRANKLIN TEMPLETON ETF TR

Ownership history in Financial Partners Group, Inc  Β·  1 quarter on record

AI Ownership Summary

Financial Partners Group, Inc reported FRANKLIN TEMPLETON ETF TR (IQM) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows IQM at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IQM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Partners Group, Inc's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IQM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Partners Group, Inc held IQM β€” position size vs. price
% of Fund (quarterly)    IQM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 2,440 β€” β€” 0.03% $303K 2026-07-23 $108.10

FAQ About Financial Partners Group, Inc and IQM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Partners Group, Inc reported owning IQM?

Financial Partners Group, Inc reported IQM across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported IQM position in Financial Partners Group, Inc's portfolio?

The largest reported portfolio weight for IQM was 0.03% in 2026 Q2.

What is the latest reported IQM position on this page?

The most recent filing on this page is 2026 Q2, when Financial Partners Group, Inc reported 2,440 shares, equal to 0.03% of portfolio, with an estimated market value of $303K.

What does the chart on this IQM ownership page compare?

The chart compares Financial Partners Group, Inc's quarterly IQM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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