IA
XUDV

Invested Advisors’s Franklin U.S. Dividend Booster Index ETF XUDV Stock Holding History

Invested Advisors’s Portfolio XUDV Stock Details XUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$765K Buy
24,422
+3,498
+17% +$106K 0.68% 35
2026
Q1 		$590K Sell
20,924
-56
-0.3% -$1.58K 0.6% 42
2025
Q4 		$556K Buy
+20,980
New +$555K 0.58% 42

Other funds holding XUDV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Invested Advisors's XUDV Position: Q2 2026 in Review

Invested Advisors increased its Franklin U.S. Dividend Booster Index ETF (XUDV) stake by 17% in Q2 2026, buying an estimated $106K and bringing the position to 24,422 shares worth $765K. The position accounts for 0.68% of the portfolio, ranked #35.

Invested Advisors first reported a position in XUDV in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold XUDV as of Q2 2026.

  • Invested Advisors held 24,422 shares of Franklin U.S. Dividend Booster Index ETF worth $765K as of Q2 2026.
  • Invested Advisors bought 3,498 Franklin U.S. Dividend Booster Index ETF shares in Q2 2026, an estimated $106K.
  • Franklin U.S. Dividend Booster Index ETF made up 0.68% of Invested Advisors's portfolio in Q2 2026, its #35 holding.
  • Invested Advisors first reported a position in Franklin U.S. Dividend Booster Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Franklin U.S. Dividend Booster Index ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.