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

Spire 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
2023
Q3 		– Sell
-85
Closed -$4.16K – 2414
2023
Q2 		$4.16K Hold
85
– – ﹤0.01% 2045
2023
Q1 		$3.75K Buy
+85
New +$3.46K ﹤0.01% 2104
2022
Q2 		– Sell
-175
Closed -$8K – 2753
2022
Q1 		$8K Sell
175
-1,620
-90% -$73.9K ﹤0.01% 2107
2021
Q4 		$97K Buy
1,795
+835
+87% +$44.5K ﹤0.01% 1415
2021
Q3 		$47K Sell
960
-970
-50% -$47.9K ﹤0.01% 1499
2021
Q2 		$92K Sell
1,930
-1,060
-35% -$47.8K ﹤0.01% 1208
2021
Q1 		$129K Buy
+2,990
New +$135K ﹤0.01% 1274

Other funds holding IQM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

Spire Wealth Management's IQM Position: Q3 2023 in Review

Spire Wealth Management sold out of Franklin Intelligent Machines ETF (IQM) in Q3 2023, closing a stake of 85 shares — an estimated $4.16K sold.

Spire Wealth Management first reported a position in IQM in Q1 2021 and held it in 7 quarters. The position peaked at $129K in Q1 2021. 8 funds tracked by Wall St. Rank hold IQM as of Q3 2023.

  • Spire Wealth Management reported no remaining Franklin Intelligent Machines ETF position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 85 Franklin Intelligent Machines ETF shares in Q3 2023, an estimated $4.16K.
  • Spire Wealth Management first reported a position in Franklin Intelligent Machines ETF in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Franklin Intelligent Machines ETF position peaked at $129K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.