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Householder Group Estate & Retirement Specialist’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-50
Closed -$1K – 700
2024
Q3 		$1K Hold
50
– – ﹤0.01% 1090
2024
Q2 		$1K Buy
+50
New +$1.6K ﹤0.01% 1124

Other funds holding DIVI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DIVI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q4 2024, closing a stake of 50 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in DIVI in Q2 2024 and held it in 2 quarters. The position peaked at $1K in Q3 2024. 130 funds tracked by Wall St. Rank hold DIVI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 50 Franklin International Core Dividend Tilt Index ETF shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Franklin International Core Dividend Tilt Index ETF in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Franklin International Core Dividend Tilt Index ETF position peaked at $1K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.