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Cape Investment Advisory’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Cape Investment Advisory’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 		$56.2K Buy
+1,316
New +$55.9K 0.02% 465
2026
Q1 		– Sell
-1,316
Closed -$51.2K – 443
2025
Q4 		$51.2K Hold
1,316
– – 0.02% 410
2025
Q3 		$49.1K Hold
1,316
– – 0.05% 226
2025
Q2 		$46.9K Hold
1,316
– – 0.02% 377
2025
Q1 		$42.9K Hold
1,316
– – 0.02% 355
2024
Q4 		$39.5K Hold
1,316
– – 0.02% 360
2024
Q3 		$43.6K Hold
1,316
– – 0.02% 338
2024
Q2 		$41.1K Hold
1,316
– – 0.02% 321
2024
Q1 		$42.4K Hold
1,316
– – 0.02% 330
2023
Q4 		$40.5K Buy
+1,316
New +$37.7K 0.02% 385

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

Cape Investment Advisory's DIVI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Franklin International Core Dividend Tilt Index ETF (DIVI) in Q2 2026: 1,316 shares worth $56.2K. The stake represents 0.02% of the portfolio and ranks #465 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DIVI as recently as Q4 2025.

Cape Investment Advisory first reported a position in DIVI in Q4 2023 and has held it in 10 quarters since. 193 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

  • Cape Investment Advisory held 1,316 shares of Franklin International Core Dividend Tilt Index ETF worth $56.2K as of Q2 2026.
  • Franklin International Core Dividend Tilt Index ETF was a new Cape Investment Advisory position in Q2 2026.
  • Franklin International Core Dividend Tilt Index ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #465 holding.
  • Cape Investment Advisory first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2023 and has held it in 10 quarters since.
  • 193 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.