Avantax Advisory Services’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$895K Buy
18,557
+8,612
+87% +$383K ﹤0.01% 1235
2025
Q1
$435K Buy
+9,945
New +$455K ﹤0.01% 1592

Other funds holding UDIV

Avantax Advisory Services's UDIV Position: Q2 2025 in Review

Avantax Advisory Services increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 87% in Q2 2025, buying an estimated $383K and bringing the position to 18,557 shares worth $895K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Avantax Advisory Services first reported a position in UDIV in Q1 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold UDIV as of Q2 2025.

  • Avantax Advisory Services held 18,557 shares of Franklin US Core Dividend Tilt Index ETF worth $895K as of Q2 2025.
  • Avantax Advisory Services bought 8,612 Franklin US Core Dividend Tilt Index ETF shares in Q2 2025, an estimated $383K.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1235 holding.
  • Avantax Advisory Services first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.