Koshinski Asset Management’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Koshinski Asset Management’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 Q1	$218K	Hold	4,225	–	–	0.01%	686
2025 Q4	$225K	Sell	4,225 -700	-14%	-$37K	0.01%	654
2025 Q3	$258K	Sell	4,925 -215	-4%	-$10.8K	0.02%	614
2025 Q2	$248K	Hold	5,140	–	–	0.02%	588
2025 Q1	$225K	Hold	5,140	–	–	0.02%	575
2024 Q4	$233M	Sell	5,140 -405	-7%	-$18.6K	0.02%	557
2024 Q3	$247K	Sell	5,545 -400	-7%	-$17.2K	0.02%	533
2024 Q2	$256K	Buy	+5,945	New	+$240K	0.02%	500
2024 Q1	–	Sell	-9,010	Closed	-$333K	–	640
2023 Q4	$333K	Buy	9,010 +2,915	+48%	+$101K	0.05%	375
2023 Q3	$202K	Sell	6,095 -591	-9%	-$20.4K	0.02%	529
2023 Q2	$230K	Sell	6,686 -2,215	-25%	-$72.6K	0.02%	520
2023 Q1	$287K	Sell	8,901 -600	-6%	-$18.9K	0.03%	430
2022 Q4	$286K	Sell	9,501 -450	-5%	-$13.7K	0.03%	467
2022 Q3	$284K	Sell	9,951 -150	-1%	-$4.81K	0.03%	429
2022 Q2	$321K	Sell	10,101 -114	-1%	-$3.92K	0.03%	452
2022 Q1	$370K	Sell	10,215 -310	-3%	-$11.2K	0.03%	442
2021 Q4	$384K	Sell	10,525 -1,550	-13%	-$55.1K	0.03%	454
2021 Q3	$414K	Buy	12,075 +3,677	+44%	+$129K	0.04%	426
2021 Q2	$291K	Sell	8,398 -6,838	-45%	-$236K	0.04%	443
2021 Q1	$507K	Sell	15,236 -2,049	-12%	-$66K	0.05%	366
2020 Q4	$544K	Sell	17,285 -1,630	-9%	-$48.6K	0.07%	299
2020 Q3	$547	Sell	18,915 -3,420	-15%	-$95.2K	0.07%	271
2020 Q2	$590K	Sell	22,335 -564	-2%	-$14.3K	0.1%	245
2020 Q1	$534K	Buy	22,899 +4,453	+24%	+$126K	0.11%	230
2019 Q4	$567K	Buy	+18,446	New	+$552K	0.1%	282
2019 Q3	–	Sell	-8,306	Closed	-$243K	–	264
2019 Q2	$243K	Sell	8,306 -144	-2%	-$4.11K	0.1%	231
2019 Q1	$238	Hold	8,450	–	–	0.06%	330
2018 Q4	$216K	Sell	8,450 -1,850	-18%	-$49.8K	0.05%	361
2018 Q3	$289K	Buy	+10,300	New	+$289K	0.04%	428

Other funds holding UDIV

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Koshinski Asset Management's UDIV Position: Q1 2026 in Review

Koshinski Asset Management held its Franklin US Core Dividend Tilt Index ETF (UDIV) position steady in Q1 2026 at 4,225 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #686.

Koshinski Asset Management first reported a position in UDIV in Q3 2018 and has held it in 29 quarters since. The position peaked at $233M in Q4 2024. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

Koshinski Asset Management held 4,225 shares of Franklin US Core Dividend Tilt Index ETF worth $218K as of Q1 2026.
Koshinski Asset Management left its Franklin US Core Dividend Tilt Index ETF share count unchanged in Q1 2026.
Franklin US Core Dividend Tilt Index ETF made up 0.01% of Koshinski Asset Management's portfolio in Q1 2026, its #686 holding.
Koshinski Asset Management first reported a position in Franklin US Core Dividend Tilt Index ETF in Q3 2018 and has held it in 29 quarters since.
Koshinski Asset Management's Franklin US Core Dividend Tilt Index ETF position peaked at $233M in Q4 2024.
35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.