AssetMark Inc’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

AssetMark Inc’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 Q3	$21.9K	Buy	+357	New	+$21.8K	﹤0.01%	2215

Other funds holding UDIV

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

AssetMark Inc's UDIV Position: Q3 2026 in Review

AssetMark Inc opened a new position in Franklin US Core Dividend Tilt Index ETF (UDIV) in Q3 2026: 357 shares worth $21.9K. The stake represents ﹤0.01% of the portfolio and ranks #2215 among its holdings.

5 funds tracked by Wall St. Rank hold UDIV as of Q3 2026.

AssetMark Inc held 357 shares of Franklin US Core Dividend Tilt Index ETF worth $21.9K as of Q3 2026.
Franklin US Core Dividend Tilt Index ETF was a new AssetMark Inc position in Q3 2026.
Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2215 holding.
5 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.