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DFPG Investments’s Franklin Intelligent Machines ETF IQM Stock Holding History

DFPG Investments’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
2023
Q4 		$234K Buy
+4,825
New +$224K 0.02% 571

Other funds holding IQM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DFPG Investments's IQM Position: Q4 2023 in Review

DFPG Investments opened a new position in Franklin Intelligent Machines ETF (IQM) in Q4 2023: 4,825 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #571 among its holdings.

10 funds tracked by Wall St. Rank hold IQM as of Q4 2023.

  • DFPG Investments held 4,825 shares of Franklin Intelligent Machines ETF worth $234K as of Q4 2023.
  • Franklin Intelligent Machines ETF was a new DFPG Investments position in Q4 2023.
  • Franklin Intelligent Machines ETF made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #571 holding.
  • 10 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.