Atria Investments’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Atria Investments’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	$629K	Sell	10,472 -1,006	-9%	-$58.4K	0.01%	1389
2026 Q1	$592K	Sell	11,478 -951	-8%	-$51K	0.01%	1355
2025 Q4	$661K	Buy	12,429 +3,581	+40%	+$189K	0.01%	1289
2025 Q3	$464K	Sell	8,848 -130	-1%	-$6.53K	0.01%	1460
2025 Q2	$433K	Buy	8,978 +1,777	+25%	+$78.9K	0.01%	1502
2025 Q1	$315K	Buy	+7,201	New	+$330K	﹤0.01%	1593

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 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

Atria Investments's UDIV Position: Q2 2026 in Review

Atria Investments reduced its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 8.8% in Q2 2026, selling an estimated $58.4K and leaving 10,472 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #1389.

Atria Investments first reported a position in UDIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $661K in Q4 2025. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

Atria Investments held 10,472 shares of Franklin US Core Dividend Tilt Index ETF worth $629K as of Q2 2026.
Atria Investments sold 1,006 Franklin US Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $58.4K.
Franklin US Core Dividend Tilt Index ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1389 holding.
Atria Investments first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2025 and has held it in 6 quarters since.
Atria Investments's Franklin US Core Dividend Tilt Index ETF position peaked at $661K in Q4 2025.
43 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.