AWA
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Arkadios Wealth Advisors’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Arkadios Wealth Advisors’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 		$3.07M Buy
59,522
+2,026
+4% +$109K 0.05% 379
2025
Q4 		$3.06M Buy
57,496
+5,028
+10% +$266K 0.06% 328
2025
Q3 		$2.75M Sell
52,468
-264
-0.5% -$13.3K 0.07% 307
2025
Q2 		$2.54M Sell
52,732
-17,049
-24% -$757K 0.08% 283
2025
Q1 		$3.05M Buy
69,781
+762
+1% +$34.9K 0.12% 201
2024
Q4 		$3.13M Buy
+69,019
New +$3.16M 0.17% 126

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return