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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
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 $3.94B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

Herold Advisors's DIVI Position: Q2 2026 in Review

Herold Advisors increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 32% in Q2 2026, buying an estimated $114K and bringing the position to 11,191 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #181.

Herold Advisors first reported a position in DIVI in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

  • Herold Advisors held 11,191 shares of Franklin International Core Dividend Tilt Index ETF worth $478K as of Q2 2026.
  • Herold Advisors bought 2,694 Franklin International Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $114K.
  • Franklin International Core Dividend Tilt Index ETF made up 0.09% of Herold Advisors's portfolio in Q2 2026, its #181 holding.
  • Herold Advisors first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.