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Global Retirement Partners’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Global Retirement Partners’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 		$56.6K Buy
+942
New +$54.7K ﹤0.01% 2438
2025
Q4 		$50.1K Hold
942
– – ﹤0.01% 2353
2025
Q3 		$49.3K Hold
942
– – ﹤0.01% 1899
2025
Q2 		$45.4K Buy
+942
New +$41.9K ﹤0.01% 1818
2024
Q4 		$42.8K Hold
942
– – ﹤0.01% 1694
2024
Q3 		$42K Hold
942
– – ﹤0.01% 1644
2024
Q2 		$39.7K Hold
942
– – ﹤0.01% 1658
2024
Q1 		$38K Hold
942
– – ﹤0.01% 1527
2023
Q4 		$34.7K Hold
942
– – ﹤0.01% 1523
2023
Q3 		$30.9K Hold
942
– – ﹤0.01% 1481
2023
Q2 		$32.4K Hold
942
– – ﹤0.01% 1468
2023
Q1 		$29.9K Hold
942
– – ﹤0.01% 1469
2022
Q4 		$28.4K Hold
942
– – ﹤0.01% 1331
2022
Q3 		$29K Hold
942
– – ﹤0.01% 1231
2022
Q2 		$30K Hold
942
– – ﹤0.01% 1200
2022
Q1 		$32K Buy
+942
New +$34K ﹤0.01% 1179
2021
Q4 		– Sell
-942
Closed -$32K – 1694
2021
Q3 		$32K Hold
942
– – ﹤0.01% 1020
2021
Q2 		$33K Hold
942
– – ﹤0.01% 1020
2021
Q1 		$31K Hold
942
– – ﹤0.01% 967
2020
Q4 		$30K Hold
942
– – ﹤0.01% 906
2020
Q3 		$26K Hold
942
– – ﹤0.01% 847
2020
Q2 		$25K Hold
942
– – ﹤0.01% 840
2020
Q1 		$22K Buy
+942
New +$26.7K ﹤0.01% 779

Other funds holding UDIV

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Retirement Partners's UDIV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Franklin US Core Dividend Tilt Index ETF (UDIV) in Q2 2026: 942 shares worth $56.6K. The stake represents ﹤0.01% of the portfolio and ranks #2438 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UDIV as recently as Q4 2025.

Global Retirement Partners first reported a position in UDIV in Q1 2020 and has held it in 23 quarters since. 15 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

  • Global Retirement Partners held 942 shares of Franklin US Core Dividend Tilt Index ETF worth $56.6K as of Q2 2026.
  • Franklin US Core Dividend Tilt Index ETF was a new Global Retirement Partners position in Q2 2026.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2438 holding.
  • Global Retirement Partners first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2020 and has held it in 23 quarters since.
  • 15 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.