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

Capital 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
2023
Q1 		– Sell
-12,127
Closed -$324K – 46
2022
Q4 		$324K Buy
+12,127
New +$305K 0.22% 46

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
VIA
Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Capital Wealth Management's DIVI Position: Q1 2023 in Review

Capital Wealth Management sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q1 2023, closing a stake of 12,127 shares — an estimated $324K sold.

Capital Wealth Management first reported a position in DIVI in Q4 2022 and held it in 1 quarter. The position peaked at $324K in Q4 2022. 47 funds tracked by Wall St. Rank hold DIVI as of Q1 2023.

  • Capital Wealth Management reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q1 2023 after selling out during the quarter.
  • Capital Wealth Management sold 12,127 Franklin International Core Dividend Tilt Index ETF shares in Q1 2023, an estimated $324K.
  • Capital Wealth Management first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2022 and held it in 1 quarter.
  • Capital Wealth Management's Franklin International Core Dividend Tilt Index ETF position peaked at $324K in Q4 2022.
  • 47 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2023.

Based on Capital Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.