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Integrated Wealth Concepts’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$315K Sell
5,235
-3,065
-37% -$178K ﹤0.01% 2059
2026
Q1 		$428K Buy
+8,300
New +$445K ﹤0.01% 1635
2025
Q4 		– Sell
-6,880
Closed -$360K – 2028
2025
Q3 		$360K Buy
6,880
+424
+7% +$21.3K ﹤0.01% 1530
2025
Q2 		$311K Buy
6,456
+1,020
+19% +$45.3K ﹤0.01% 1530
2025
Q1 		$238K Buy
+5,436
New +$249K ﹤0.01% 1534

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

Integrated Wealth Concepts's UDIV Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 37% in Q2 2026, selling an estimated $178K and leaving 5,235 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Integrated Wealth Concepts first reported a position in UDIV in Q1 2025 and has held it in 5 quarters since. The position peaked at $428K in Q1 2026. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

  • Integrated Wealth Concepts held 5,235 shares of Franklin US Core Dividend Tilt Index ETF worth $315K as of Q2 2026.
  • Integrated Wealth Concepts sold 3,065 Franklin US Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $178K.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2059 holding.
  • Integrated Wealth Concepts first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Franklin US Core Dividend Tilt Index ETF position peaked at $428K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.