Forza Wealth Management
DIVI icon

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

Forza 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
2026
Q3 		$1.49M Buy
35,000
+22,100
+171% +$964K 0.43% 57
2026
Q2 		$551K Buy
+12,900
New +$548K 0.17% 122

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
First Hawaiian Bank
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Ridgeline Wealth Planning
Ridgeline Wealth Planning Centerville, Ohio $174M AUM 16.24% 1-Year Est. Return

Forza Wealth Management's DIVI Position: Q3 2026 in Review

Forza Wealth Management increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 171% in Q3 2026, buying an estimated $964K and bringing the position to 35,000 shares worth $1.49M. The position accounts for 0.43% of the portfolio, ranked #57.

Forza Wealth Management first reported a position in DIVI in Q2 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold DIVI as of Q3 2026.

  • Forza Wealth Management held 35,000 shares of Franklin International Core Dividend Tilt Index ETF worth $1.49M as of Q3 2026.
  • Forza Wealth Management bought 22,100 Franklin International Core Dividend Tilt Index ETF shares in Q3 2026, an estimated $964K.
  • Franklin International Core Dividend Tilt Index ETF made up 0.43% of Forza Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Forza Wealth Management first reported a position in Franklin International Core Dividend Tilt Index ETF in Q2 2026 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.