Cascade Wealth Advisors’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Cascade Wealth 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 Q1	$331K	Hold	7,720	–	–	0.15%	49
2025 Q4	$318K	Hold	7,720	–	–	0.15%	49
2025 Q3	$296K	Hold	7,720	–	–	0.15%	52
2025 Q2	$280K	Buy	+7,720	New	+$263K	0.16%	47

Other funds holding DIVI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cascade Wealth Advisors's DIVI Position: Q1 2026 in Review

Cascade Wealth Advisors held its Franklin International Core Dividend Tilt Index ETF (DIVI) position steady in Q1 2026 at 7,720 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #49.

Cascade Wealth Advisors first reported a position in DIVI in Q2 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold DIVI as of Q1 2026.

Cascade Wealth Advisors held 7,720 shares of Franklin International Core Dividend Tilt Index ETF worth $331K as of Q1 2026.
Cascade Wealth Advisors left its Franklin International Core Dividend Tilt Index ETF share count unchanged in Q1 2026.
Franklin International Core Dividend Tilt Index ETF made up 0.15% of Cascade Wealth Advisors's portfolio in Q1 2026, its #49 holding.
Cascade Wealth Advisors first reported a position in Franklin International Core Dividend Tilt Index ETF in Q2 2025 and has held it in 4 quarters since.
184 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.