Allworth Financial’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Allworth Financial’s Portfolio UDIV Stock Details UDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29K	Buy	561 +2	+0.4%	+$107	﹤0.01%	2729
2025 Q4	$29.7K	Buy	559 +3	+0.5%	+$158	﹤0.01%	2546
2025 Q3	$29.1K	Buy	556 +2	+0.4%	+$100	﹤0.01%	2478
2025 Q2	$26.7K	Buy	554 +2	+0.4%	+$89	﹤0.01%	2336
2025 Q1	$23.4K	Sell	552 -8	-1%	-$366	﹤0.01%	1981
2024 Q4	$26.4K	Buy	560 +3	+0.5%	+$137	﹤0.01%	1930
2024 Q3	$24.9K	Buy	557 +4	+0.7%	+$172	﹤0.01%	1774
2024 Q2	$23.6K	Hold	553	–	–	﹤0.01%	1778
2024 Q1	$22.3K	Buy	+553	New	+$21.3K	﹤0.01%	1710

Other funds holding UDIV

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Allworth Financial's UDIV Position: Q1 2026 in Review

Allworth Financial increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 0.36% in Q1 2026, buying an estimated $107 and bringing the position to 561 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Allworth Financial first reported a position in UDIV in Q1 2024 and has held it in 9 quarters since. The position peaked at $29.7K in Q4 2025. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

Allworth Financial held 561 shares of Franklin US Core Dividend Tilt Index ETF worth $29K as of Q1 2026.
Allworth Financial bought 2 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $107.
Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2729 holding.
Allworth Financial first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2024 and has held it in 9 quarters since.
Allworth Financial's Franklin US Core Dividend Tilt Index ETF position peaked at $29.7K in Q4 2025.
35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.