IQM — FRANKLIN TEMPLETON ETF TR

Ownership history in Members Advisory Group LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Members Advisory Group 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.

Peak position
4.09% (2025 Q4)
Avg. % of fund
2.16%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 123,989 +116,485 +1552.3% 4.09% $10.8M $87.42
2025 Q3 INITIATED 7,504 — — 0.23% $655K $87.29
% of Fund (quarterly)    IQM price (monthly, adj. close)

Other funds also holding IQM

As of 2025 Q4 — sorted by position size

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% COMMONWEALTH EQUITY SERVICES, 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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