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Integrated Wealth Concepts’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Integrated Wealth Concepts’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
Q1 		$7.79M Buy
+195,741
New +$7.98M 0.06% 296
2025
Q4 		– Sell
-194,382
Closed -$7.25M – 1726
2025
Q3 		$7.25M Buy
+194,382
New +$7.08M 0.06% 285

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Integrated Wealth Concepts's DIVI Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Franklin International Core Dividend Tilt Index ETF (DIVI) in Q1 2026: 195,741 shares worth $7.79M. The stake represents 0.06% of the portfolio and ranks #296 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in DIVI as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in DIVI in Q3 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold DIVI as of Q1 2026.

  • Integrated Wealth Concepts held 195,741 shares of Franklin International Core Dividend Tilt Index ETF worth $7.79M as of Q1 2026.
  • Franklin International Core Dividend Tilt Index ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Franklin International Core Dividend Tilt Index ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #296 holding.
  • Integrated Wealth Concepts first reported a position in Franklin International Core Dividend Tilt Index ETF in Q3 2025 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.