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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
Q2 		$1.04M Sell
10,172
-671
-6% -$74.2K 0.02% 617
2026
Q1 		$1.13M Buy
+10,843
New +$1M 0.02% 563

Other funds holding IQM

MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Diversify Wealth Management's IQM Position: Q2 2026 in Review

Diversify Wealth Management reduced its Franklin Intelligent Machines ETF (IQM) stake by 6.2% in Q2 2026, selling an estimated $74.2K and leaving 10,172 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #617.

Diversify Wealth Management first reported a position in IQM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2026. 31 funds tracked by Wall St. Rank hold IQM as of Q2 2026.

  • Diversify Wealth Management held 10,172 shares of Franklin Intelligent Machines ETF worth $1.04M as of Q2 2026.
  • Diversify Wealth Management sold 671 Franklin Intelligent Machines ETF shares in Q2 2026, an estimated $74.2K.
  • Franklin Intelligent Machines ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #617 holding.
  • Diversify Wealth Management first reported a position in Franklin Intelligent Machines ETF in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Franklin Intelligent Machines ETF position peaked at $1.13M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.