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Global Wealth Management Investment Advisory’s Franklin Intelligent Machines ETF IQM Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-70
Closed -$3.57K – 286
2023
Q4 		$3.57K Buy
+70
New +$3.24K ﹤0.01% 357

Other funds holding IQM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's IQM Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Franklin Intelligent Machines ETF (IQM) in Q1 2024, closing a stake of 70 shares — an estimated $3.57K sold.

Global Wealth Management Investment Advisory first reported a position in IQM in Q4 2023 and held it in 1 quarter. The position peaked at $3.57K in Q4 2023. 7 funds tracked by Wall St. Rank hold IQM as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Franklin Intelligent Machines ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 70 Franklin Intelligent Machines ETF shares in Q1 2024, an estimated $3.57K.
  • Global Wealth Management Investment Advisory first reported a position in Franklin Intelligent Machines ETF in Q4 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Franklin Intelligent Machines ETF position peaked at $3.57K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.