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Atria Wealth Solutions’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Atria Wealth Solutions’s Portfolio DIVI Stock Details DIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-44,026
Closed -$1.43M – 1559
2025
Q1 		$1.43M Sell
44,026
-3,035
-6% -$97.3K 0.02% 748
2024
Q4 		$1.41M Sell
47,061
-35,156
-43% -$1.1M 0.02% 782
2024
Q3 		$2.73M Sell
82,217
-1,214
-1% -$39.1K 0.03% 522
2024
Q2 		$2.61M Buy
83,431
+9,475
+13% +$303K 0.03% 545
2024
Q1 		$2.38M Buy
73,956
+21,206
+40% +$658K 0.03% 577
2023
Q4 		$1.62M Buy
52,750
+17,006
+48% +$487K 0.02% 672
2023
Q3 		$998K Buy
35,744
+17,052
+91% +$494K 0.01% 809
2023
Q2 		$546K Buy
18,692
+1,574
+9% +$46.1K 0.01% 1112
2023
Q1 		$492K Buy
+17,118
New +$484K 0.01% 1146

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return