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Institute for Wealth Management’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Institute for Wealth Management’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 		$46K Buy
+1,077
New +$45.7K ﹤0.01% 891

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's DIVI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Franklin International Core Dividend Tilt Index ETF (DIVI) in Q2 2026: 1,077 shares worth $46K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings.

116 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

  • Institute for Wealth Management held 1,077 shares of Franklin International Core Dividend Tilt Index ETF worth $46K as of Q2 2026.
  • Franklin International Core Dividend Tilt Index ETF was a new Institute for Wealth Management position in Q2 2026.
  • Franklin International Core Dividend Tilt Index ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #891 holding.
  • 116 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.