LAS
UDIV icon

Lloyd Advisory Services’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Lloyd Advisory Services’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 		– Sell
-212
Closed -$11.2K – 1041
2025
Q4 		$11.2K Buy
+212
New +$11.2K ﹤0.01% 386

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
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
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

Lloyd Advisory Services's UDIV Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q1 2026, closing a stake of 212 shares — an estimated $11.2K sold.

Lloyd Advisory Services first reported a position in UDIV in Q4 2025 and held it in 1 quarter. The position peaked at $11.2K in Q4 2025. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

  • Lloyd Advisory Services reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 212 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $11.2K.
  • Lloyd Advisory Services first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's Franklin US Core Dividend Tilt Index ETF position peaked at $11.2K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.