Diversify Wealth Management’s Franklin Intelligent Machines ETF IQM Stock Holding History

Diversify Wealth Management’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	$1.13M	Buy	+10,843	New	+$1M	0.02%	563

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Diversify Wealth Management's IQM Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Franklin Intelligent Machines ETF (IQM) in Q1 2026: 10,843 shares worth $1.13M. The stake represents 0.02% of the portfolio and ranks #563 among its holdings.

22 funds tracked by Wall St. Rank hold IQM as of Q1 2026.

Diversify Wealth Management held 10,843 shares of Franklin Intelligent Machines ETF worth $1.13M as of Q1 2026.
Franklin Intelligent Machines ETF was a new Diversify Wealth Management position in Q1 2026.
Franklin Intelligent Machines ETF made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #563 holding.
22 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.