Herold Advisors
DIVI icon

Herold Advisors’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Herold Advisors’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 		$473K Sell
11,092
-99
-0.9% -$4.32K 0.09% 180
2026
Q2 		$478K Buy
11,191
+2,694
+32% +$114K 0.09% 181
2026
Q1 		$338K Buy
8,497
+362
+4% +$14.8K 0.07% 211
2025
Q4 		$316K Buy
+8,135
New +$310K 0.07% 199

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 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
Midwest Financial Group
Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return
Powers Advisory Group
Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return
Defined Wealth Management
Defined Wealth Management Beaverton, Oregon $195M AUM 18.18% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Herold Advisors's DIVI Position: Q3 2026 in Review

Herold Advisors reduced its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 0.88% in Q3 2026, selling an estimated $4.32K and leaving 11,092 shares worth $473K. The position accounts for 0.09% of the portfolio, ranked #180.

Herold Advisors first reported a position in DIVI in Q4 2025 and has held it in 4 quarters since. The position peaked at $478K in Q2 2026. 54 funds tracked by Wall St. Rank hold DIVI as of Q3 2026.

  • Herold Advisors held 11,092 shares of Franklin International Core Dividend Tilt Index ETF worth $473K as of Q3 2026.
  • Herold Advisors sold 99 Franklin International Core Dividend Tilt Index ETF shares in Q3 2026, an estimated $4.32K.
  • Franklin International Core Dividend Tilt Index ETF made up 0.09% of Herold Advisors's portfolio in Q3 2026, its #180 holding.
  • Herold Advisors first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Herold Advisors's Franklin International Core Dividend Tilt Index ETF position peaked at $478K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.