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 Q2	$3.62M	Buy	60,242 +720	+1%	+$41.8K	0.05%	347
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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

BWM

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

Arkadios Wealth Advisors's UDIV Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 1.2% in Q2 2026, buying an estimated $41.8K and bringing the position to 60,242 shares worth $3.62M. The position accounts for 0.05% of the portfolio, ranked #347.

Arkadios Wealth Advisors first reported a position in UDIV in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

Arkadios Wealth Advisors held 60,242 shares of Franklin US Core Dividend Tilt Index ETF worth $3.62M as of Q2 2026.
Arkadios Wealth Advisors bought 720 Franklin US Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $41.8K.
Franklin US Core Dividend Tilt Index ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #347 holding.
Arkadios Wealth Advisors first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2024 and has held it in 7 quarters since.
43 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.