LMG Wealth Partners’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

LMG Wealth Partners’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 Q3	$11.8M	Buy	275,710 +3,920	+1%	+$171K	1.89%	11
2026 Q2	$11.6M	Buy	271,790 +598	+0.2%	+$25.4K	1.86%	12
2026 Q1	$10.8M	Buy	271,192 +11,124	+4%	+$454K	1.97%	12
2025 Q4	$10.1M	Buy	260,068 +6,973	+3%	+$266K	1.89%	12
2025 Q3	$9.44M	Buy	253,095 +3,411	+1%	+$124K	1.76%	12
2025 Q2	$8.9M	Buy	249,684 +5,647	+2%	+$192K	1.83%	13
2025 Q1	$7.95M	Buy	244,037 +5,885	+2%	+$189K	1.77%	15
2024 Q4	$7.15M	Buy	238,152 +4,779	+2%	+$150K	1.56%	20
2024 Q3	$7.74M	Buy	233,373 +11,067	+5%	+$356K	1.77%	19
2024 Q2	$6.95M	Buy	222,306 +23,150	+12%	+$740K	1.73%	20
2024 Q1	$6.41M	Buy	199,156 +17,348	+10%	+$539K	1.61%	22
2023 Q4	$5.59M	Buy	181,808 +19,425	+12%	+$557K	1.55%	26
2023 Q3	$4.53M	Buy	162,383 +64,914	+67%	+$1.88M	1.38%	28
2023 Q2	$2.85M	Buy	97,469 +16,585	+21%	+$486K	0.87%	38
2023 Q1	$2.33M	Buy	+80,884	New	+$2.29M	0.75%	42

Other funds holding DIVI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Legacy Financial Advisors Covington, Kentucky $847M AUM 25.19% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

LMG Wealth Partners's DIVI Position: Q3 2026 in Review

LMG Wealth Partners increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 1.4% in Q3 2026, buying an estimated $171K and bringing the position to 275,710 shares worth $11.8M. The position accounts for 1.89% of the portfolio, ranked #11.

LMG Wealth Partners first reported a position in DIVI in Q1 2023 and has held it in 15 quarters since. 126 funds tracked by Wall St. Rank hold DIVI as of Q3 2026.

LMG Wealth Partners held 275,710 shares of Franklin International Core Dividend Tilt Index ETF worth $11.8M as of Q3 2026.
LMG Wealth Partners bought 3,920 Franklin International Core Dividend Tilt Index ETF shares in Q3 2026, an estimated $171K.
Franklin International Core Dividend Tilt Index ETF made up 1.89% of LMG Wealth Partners's portfolio in Q3 2026, its #11 holding.
LMG Wealth Partners first reported a position in Franklin International Core Dividend Tilt Index ETF in Q1 2023 and has held it in 15 quarters since.
126 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.