United Asset Strategies’s Franklin Intelligent Machines ETF IQM Stock Holding History

United Asset Strategies’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 Q1	–	Sell	-12,340	Closed	-$446K	–	235
2022 Q4	$446K	Buy	12,340 +248	+2%	+$9.08K	0.06%	185
2022 Q3	$408K	Buy	+12,092	New	+$455K	0.06%	164

Other funds holding IQM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Asset Strategies's IQM Position: Q1 2023 in Review

United Asset Strategies sold out of Franklin Intelligent Machines ETF (IQM) in Q1 2023, closing a stake of 12,340 shares — an estimated $446K sold.

United Asset Strategies first reported a position in IQM in Q3 2022 and held it in 2 quarters. The position peaked at $446K in Q4 2022. 6 funds tracked by Wall St. Rank hold IQM as of Q1 2023.

United Asset Strategies reported no remaining Franklin Intelligent Machines ETF position as of Q1 2023 after selling out during the quarter.
United Asset Strategies sold 12,340 Franklin Intelligent Machines ETF shares in Q1 2023, an estimated $446K.
United Asset Strategies first reported a position in Franklin Intelligent Machines ETF in Q3 2022 and held it in 2 quarters.
United Asset Strategies's Franklin Intelligent Machines ETF position peaked at $446K in Q4 2022.
6 funds tracked by Wall St. Rank held Franklin Intelligent Machines ETF as of Q1 2023.

Based on United Asset Strategies's 13F filing for Q1 2023, filed 25 Apr 2023.