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Harbour Investments’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Harbour Investments’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
Q1 		$13.1K Buy
253
+185
+272% +$9.92K ﹤0.01% 3122
2025
Q4 		$3.61K Hold
68
– – ﹤0.01% 3138
2025
Q3 		$3.56K Sell
68
-1,110
-94% -$55.8K ﹤0.01% 3105
2025
Q2 		$56.8K Sell
1,178
-23,080
-95% -$1.03M ﹤0.01% 1747
2025
Q1 		$1.06M Buy
24,258
+14,563
+150% +$667K 0.03% 462
2024
Q4 		$440K Buy
9,695
+1,662
+21% +$76.2K 0.01% 731
2024
Q3 		$359K Buy
8,033
+2,953
+58% +$127K 0.01% 785
2024
Q2 		$214K Buy
5,080
+3,272
+181% +$132K 0.01% 925
2024
Q1 		$73K Buy
1,808
+1,588
+722% +$61.1K ﹤0.01% 1349
2023
Q4 		$8.13K Hold
220
– – ﹤0.01% 2224
2023
Q3 		$7.27K Hold
220
– – ﹤0.01% 2154
2023
Q2 		$7.58K Hold
220
– – ﹤0.01% 2150
2023
Q1 		$7.1K Hold
220
– – ﹤0.01% 2158
2022
Q4 		$6.62K Buy
+220
New +$6.7K ﹤0.01% 2125
2021
Q4 		– Sell
-185
Closed -$6K – 3631
2021
Q3 		$6K Hold
185
– – ﹤0.01% 2930
2021
Q2 		$6K Hold
185
– – ﹤0.01% 2996
2021
Q1 		$6K Buy
+185
New +$5.96K ﹤0.01% 2861

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Harbour Investments's UDIV Position: Q1 2026 in Review

Harbour Investments increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 272% in Q1 2026, buying an estimated $9.92K and bringing the position to 253 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

Harbour Investments first reported a position in UDIV in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.06M in Q1 2025. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

  • Harbour Investments held 253 shares of Franklin US Core Dividend Tilt Index ETF worth $13.1K as of Q1 2026.
  • Harbour Investments bought 185 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $9.92K.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3122 holding.
  • Harbour Investments first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2021 and has held it in 17 quarters since.
  • Harbour Investments's Franklin US Core Dividend Tilt Index ETF position peaked at $1.06M in Q1 2025.
  • 35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.