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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
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 $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return