IQM — FRANKLIN TEMPLETON ETF TR

Ownership history in Diversify Advisory Services, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in FRANKLIN TEMPLETON ETF TR (IQM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q4)
Avg. % of fund
0.03%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,802 +4,856 +69.9% 0.04% $1.1M $87.42
2025 Q3 ADDED 6,946 +1,351 +24.1% 0.02% $664K $87.29
2025 Q2 ADDED 5,595 +671 +13.6% 0.02% $455K $74.91
2025 Q1 REDUCED 4,924 -4,251 -46.3% 0.02% $299K $56.80
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IQM price (monthly, adj. close)

Other funds also holding IQM

As of 2025 Q4 — sorted by position size

Members Advisory Group LLC 3Y 4.09% HARBOUR INVESTMENTS, INC. 3Y 0.01% Cetera Investment Advisers 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% Sanctuary Advisors, LLC 0.0% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% TRUIST FINANCIAL CORP 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% CGC Financial Services, LLC 0.0%
← Back to Diversify Advisory Services, LLC Holdings