BAM Wealth Management’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History
Bought
Maintained
Sold
Other funds holding UDIV
BAM Wealth Management's UDIV Position: Q3 2026 in Review
BAM Wealth Management increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 22% in Q3 2026, buying an estimated $407K and bringing the position to 37,092 shares worth $2.27M. The position accounts for 1.23% of the portfolio, ranked #18.
BAM Wealth Management first reported a position in UDIV in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold UDIV as of Q3 2026.
- BAM Wealth Management held 37,092 shares of Franklin US Core Dividend Tilt Index ETF worth $2.27M as of Q3 2026.
- BAM Wealth Management bought 6,674 Franklin US Core Dividend Tilt Index ETF shares in Q3 2026, an estimated $407K.
- Franklin US Core Dividend Tilt Index ETF made up 1.23% of BAM Wealth Management's portfolio in Q3 2026, its #18 holding.
- BAM Wealth Management first reported a position in Franklin US Core Dividend Tilt Index ETF in Q3 2025 and has held it in 5 quarters since.
- 7 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q3 2026.
Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.