Diversify Advisory Services’s Franklin Intelligent Machines ETF IQM Stock Holding History

Diversify Advisory Services’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	–	Sell	-11,802	Closed	-$1.14M	–	540
2025 Q4	$1.14M	Buy	11,802 +4,856	+70%	+$432K	0.04%	364
2025 Q3	$664K	Buy	6,946 +1,351	+24%	+$108K	0.02%	480
2025 Q2	$455K	Buy	5,595 +671	+14%	+$43.3K	0.02%	568
2025 Q1	$299K	Sell	4,924 -4,251	-46%	-$276K	0.02%	496
2024 Q4	$619K	Buy	9,175 +400	+5%	+$26.4K	0.03%	319
2024 Q3	$559K	Buy	8,775 +750	+9%	+$46K	0.03%	360
2024 Q2	$529K	Buy	8,025 +1,100	+16%	+$64.9K	0.03%	376
2024 Q1	$405K	Buy	+6,925	New	+$379K	0.02%	472

Other funds holding IQM

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Diversify Advisory Services's IQM Position: Q1 2026 in Review

Diversify Advisory Services sold out of Franklin Intelligent Machines ETF (IQM) in Q1 2026, closing a stake of 11,802 shares — an estimated $1.14M sold.

Diversify Advisory Services first reported a position in IQM in Q1 2024 and held it in 8 quarters. The position peaked at $1.14M in Q4 2025. 22 funds tracked by Wall St. Rank hold IQM as of Q1 2026.

Diversify Advisory Services reported no remaining Franklin Intelligent Machines ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 11,802 Franklin Intelligent Machines ETF shares in Q1 2026, an estimated $1.14M.
Diversify Advisory Services first reported a position in Franklin Intelligent Machines ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's Franklin Intelligent Machines ETF position peaked at $1.14M in Q4 2025.
22 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.