BAM Wealth Management’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

BAM Wealth Management’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	$1.83M	Buy	30,418 +7,387	+32%	+$429K	1.14%	19
2026 Q1	$1.19M	Buy	23,031 +2,714	+13%	+$145K	0.89%	25
2025 Q4	$1.08M	Buy	20,317 +5,805	+40%	+$307K	0.78%	30
2025 Q3	$760K	Buy	+14,512	New	+$729K	0.59%	45

Other funds holding UDIV

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

RFA

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

BAM Wealth Management's UDIV Position: Q2 2026 in Review

BAM Wealth Management increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 32% in Q2 2026, buying an estimated $429K and bringing the position to 30,418 shares worth $1.83M. The position accounts for 1.14% of the portfolio, ranked #19.

BAM Wealth Management first reported a position in UDIV in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

BAM Wealth Management held 30,418 shares of Franklin US Core Dividend Tilt Index ETF worth $1.83M as of Q2 2026.
BAM Wealth Management bought 7,387 Franklin US Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $429K.
Franklin US Core Dividend Tilt Index ETF made up 1.14% of BAM Wealth Management's portfolio in Q2 2026, its #19 holding.
BAM Wealth Management first reported a position in Franklin US Core Dividend Tilt Index ETF in Q3 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.