AWM
DIVI icon

Avior Wealth Management’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Avior Wealth Management’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
2026
Q2 		– Sell
-6,157
Closed -$245K – 820
2026
Q1 		$245K Hold
6,157
– – 0.01% 741
2025
Q4 		$239K Hold
6,157
– – 0.01% 674
2025
Q3 		$230K Hold
6,157
– – 0.01% 672
2025
Q2 		$219K Hold
6,157
– – 0.01% 647
2025
Q1 		$201K Hold
6,157
– – 0.01% 660
2024
Q4 		$185K Sell
6,157
-2,000
-25% -$62.7K 0.01% 721
2024
Q3 		$270K Sell
8,157
-3,054
-27% -$98.3K 0.01% 617
2024
Q2 		$350K Sell
11,211
-1,266
-10% -$40.5K 0.02% 528
2024
Q1 		$402K Hold
12,477
– – 0.02% 507
2023
Q4 		$384K Sell
12,477
-10,216
-45% -$293K 0.02% 401
2023
Q3 		$633K Buy
22,693
+2,334
+11% +$67.7K 0.04% 276
2023
Q2 		$595K Buy
20,359
+829
+4% +$24.3K 0.04% 296
2023
Q1 		$561K Buy
+19,530
New +$552K 0.04% 318

Other funds holding DIVI

BWM
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FHB
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RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return