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 Q3	$770K	Sell	7,662 -2,510	-25%	-$269K	0.01%	760
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Diversify Advisory Services's IQM Position: Q3 2026 in Review

Diversify Advisory Services reduced its Franklin Intelligent Machines ETF (IQM) stake by 25% in Q3 2026, selling an estimated $269K and leaving 7,662 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #760.

Diversify Advisory Services first reported a position in IQM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q4 2025. 10 funds tracked by Wall St. Rank hold IQM as of Q3 2026.

Diversify Advisory Services held 7,662 shares of Franklin Intelligent Machines ETF worth $770K as of Q3 2026.
Diversify Advisory Services sold 2,510 Franklin Intelligent Machines ETF shares in Q3 2026, an estimated $269K.
Franklin Intelligent Machines ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #760 holding.
Diversify Advisory Services first reported a position in Franklin Intelligent Machines ETF in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's Franklin Intelligent Machines ETF position peaked at $1.14M in Q4 2025.
10 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.