Envestnet Asset Management
XUDV

Envestnet Asset Management’s Franklin U.S. Dividend Booster Index ETF XUDV Stock Holding History

Envestnet Asset Management’s Portfolio XUDV Stock Details XUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.43M Buy
237,000
+39,224
+20% +$1.19M ﹤0.01% 2158
2026
Q1 		$5.58M Sell
197,776
-7,958
-4% -$225K ﹤0.01% 2244
2025
Q4 		$5.45M Buy
205,734
+409
+0.2% +$10.8K ﹤0.01% 2117
2025
Q3 		$5.49M Buy
205,325
+5,438
+3% +$143K ﹤0.01% 2178
2025
Q2 		$5.09M Buy
+199,887
New +$4.85M ﹤0.01% 2187

Other funds holding XUDV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IA
Invested Advisors State College, Pennsylvania $113M AUM 23.72% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Envestnet Asset Management's XUDV Position: Q2 2026 in Review

Envestnet Asset Management increased its Franklin U.S. Dividend Booster Index ETF (XUDV) stake by 20% in Q2 2026, buying an estimated $1.19M and bringing the position to 237,000 shares worth $7.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Envestnet Asset Management first reported a position in XUDV in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold XUDV as of Q2 2026.

  • Envestnet Asset Management held 237,000 shares of Franklin U.S. Dividend Booster Index ETF worth $7.43M as of Q2 2026.
  • Envestnet Asset Management bought 39,224 Franklin U.S. Dividend Booster Index ETF shares in Q2 2026, an estimated $1.19M.
  • Franklin U.S. Dividend Booster Index ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2158 holding.
  • Envestnet Asset Management first reported a position in Franklin U.S. Dividend Booster Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 6 funds tracked by Wall St. Rank held Franklin U.S. Dividend Booster Index ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.