Medallion Wealth Advisors’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Medallion Wealth Advisors’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 Q2	$36.1K	Sell	600 -1,100	-65%	-$63.9K	0.01%	532
2026 Q1	$87.7K	Hold	1,700	–	–	0.03%	383
2025 Q4	$90.4K	Hold	1,700	–	–	0.03%	370
2025 Q3	$89.1K	Hold	1,700	–	–	0.03%	368
2025 Q2	$82K	Buy	1,700 +240	+16%	+$10.7K	0.03%	379
2025 Q1	$63.9K	Hold	1,460	–	–	0.03%	380
2024 Q4	$64.4K	Buy	+1,460	New	+$66.9K	0.03%	367

Other funds holding UDIV

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

Medallion Wealth Advisors's UDIV Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 65% in Q2 2026, selling an estimated $63.9K and leaving 600 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #532.

Medallion Wealth Advisors first reported a position in UDIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $90.4K in Q4 2025. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

Medallion Wealth Advisors held 600 shares of Franklin US Core Dividend Tilt Index ETF worth $36.1K as of Q2 2026.
Medallion Wealth Advisors sold 1,100 Franklin US Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $63.9K.
Franklin US Core Dividend Tilt Index ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #532 holding.
Medallion Wealth Advisors first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Franklin US Core Dividend Tilt Index ETF position peaked at $90.4K in Q4 2025.
43 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.