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Independent Advisor Alliance’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-18,498
Closed -$840K – 1324
2024
Q4 		$840K Buy
+18,498
New +$848K 0.01% 782

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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's UDIV Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q1 2025, closing a stake of 18,498 shares — an estimated $840K sold.

Independent Advisor Alliance first reported a position in UDIV in Q4 2024 and held it in 1 quarter. The position peaked at $840K in Q4 2024. 33 funds tracked by Wall St. Rank hold UDIV as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 18,498 Franklin US Core Dividend Tilt Index ETF shares in Q1 2025, an estimated $840K.
  • Independent Advisor Alliance first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Franklin US Core Dividend Tilt Index ETF position peaked at $840K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.