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

CreativeOne Wealth’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 		$36.2M Buy
602,634
+47,803
+9% +$2.78M 0.78% 27
2026
Q1 		$28.6M Buy
554,831
+44,266
+9% +$2.37M 0.67% 31
2025
Q4 		$27.1M Buy
510,565
+49,864
+11% +$2.63M 0.66% 33
2025
Q3 		$24.1M Buy
460,701
+55,625
+14% +$2.79M 0.59% 36
2025
Q2 		$19.5M Buy
405,076
+51,049
+14% +$2.27M 0.51% 37
2025
Q1 		$15.5M Buy
354,027
+77,605
+28% +$3.55M 0.46% 45
2024
Q4 		$12.6M Buy
276,422
+76,347
+38% +$3.5M 0.38% 54
2024
Q3 		$8.93M Buy
200,075
+110,060
+122% +$4.74M 0.3% 70
2024
Q2 		$3.79M Buy
90,015
+32,817
+57% +$1.33M 0.19% 112
2024
Q1 		$2.31M Buy
+57,198
New +$2.2M 0.09% 207

Other funds holding UDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

CreativeOne Wealth's UDIV Position: Q2 2026 in Review

CreativeOne Wealth increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 8.6% in Q2 2026, buying an estimated $2.78M and bringing the position to 602,634 shares worth $36.2M. The position accounts for 0.78% of the portfolio, ranked #27.

CreativeOne Wealth first reported a position in UDIV in Q1 2024 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

  • CreativeOne Wealth held 602,634 shares of Franklin US Core Dividend Tilt Index ETF worth $36.2M as of Q2 2026.
  • CreativeOne Wealth bought 47,803 Franklin US Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $2.78M.
  • Franklin US Core Dividend Tilt Index ETF made up 0.78% of CreativeOne Wealth's portfolio in Q2 2026, its #27 holding.
  • CreativeOne Wealth first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 43 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.