Park Square Financial Group’s Franklin U.S. Dividend Booster Index ETF XUDV Stock Holding History

Park Square Financial Group’s Portfolio XUDV Stock Details XUDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-162	Closed	-$4.13K	–	1020
2025 Q2	$4.13K	Buy	+162	New	+$3.93K	﹤0.01%	767

Other funds holding XUDV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Park Square Financial Group's XUDV Position: Q3 2025 in Review

Park Square Financial Group sold out of Franklin U.S. Dividend Booster Index ETF (XUDV) in Q3 2025, closing a stake of 162 shares — an estimated $4.13K sold.

Park Square Financial Group first reported a position in XUDV in Q2 2025 and held it in 1 quarter. The position peaked at $4.13K in Q2 2025. 6 funds tracked by Wall St. Rank hold XUDV as of Q3 2025.

Park Square Financial Group reported no remaining Franklin U.S. Dividend Booster Index ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 162 Franklin U.S. Dividend Booster Index ETF shares in Q3 2025, an estimated $4.13K.
Park Square Financial Group first reported a position in Franklin U.S. Dividend Booster Index ETF in Q2 2025 and held it in 1 quarter.
Park Square Financial Group's Franklin U.S. Dividend Booster Index ETF position peaked at $4.13K in Q2 2025.
6 funds tracked by Wall St. Rank held Franklin U.S. Dividend Booster Index ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.