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Capital Performance Advisors’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Capital Performance Advisors’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
-5,412
Closed -$215K – 362
2026
Q1 		$215K Buy
+5,412
New +$221K 0.01% 418

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

Capital Performance Advisors's DIVI Position: Q2 2026 in Review

Capital Performance Advisors sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q2 2026, closing a stake of 5,412 shares — an estimated $215K sold.

Capital Performance Advisors first reported a position in DIVI in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 193 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

  • Capital Performance Advisors reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 5,412 Franklin International Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $215K.
  • Capital Performance Advisors first reported a position in Franklin International Core Dividend Tilt Index ETF in Q1 2026 and held it in 1 quarter.
  • Capital Performance Advisors's Franklin International Core Dividend Tilt Index ETF position peaked at $215K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.