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 Q2	$1.04M	Buy	+10,172	New	+$1.13M	0.02%	617
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

MAG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

DWM

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

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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Diversify Advisory Services's IQM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Franklin Intelligent Machines ETF (IQM) in Q2 2026: 10,172 shares worth $1.04M. The stake represents 0.02% of the portfolio and ranks #617 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IQM as recently as Q4 2025.

Diversify Advisory Services first reported a position in IQM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2025. 31 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

Diversify Advisory Services held 10,172 shares of Franklin Intelligent Machines ETF worth $1.04M as of Q2 2026.
Franklin Intelligent Machines ETF was a new Diversify Advisory Services position in Q2 2026.
Franklin Intelligent Machines ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #617 holding.
Diversify Advisory Services first reported a position in Franklin Intelligent Machines ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Franklin Intelligent Machines ETF position peaked at $1.14M in Q4 2025.
31 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.