Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Franklin Intelligent Machines ETF IQM Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$10K Hold
113
– – ﹤0.01% 4774
2025
Q4 		$10K Hold
113
– – ﹤0.01% 4548
2025
Q3 		$10K Buy
113
+78
+223% +$6.24K ﹤0.01% 4477
2025
Q2 		$3K Buy
+35
New +$2.26K ﹤0.01% 4775

Other funds holding IQM

FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IQM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Franklin Intelligent Machines ETF (IQM) position steady in Q1 2026 at 113 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #4774.

Carson Wealth (CWM LLC) first reported a position in IQM in Q2 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold IQM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 113 shares of Franklin Intelligent Machines ETF worth $10K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Franklin Intelligent Machines ETF share count unchanged in Q1 2026.
  • Franklin Intelligent Machines ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4774 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Intelligent Machines ETF in Q2 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.