Patriot Financial Group Insurance Agency’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-129	Closed	-$3K	–	786
2022 Q2	$3K	Hold	129	–	–	﹤0.01%	1622
2022 Q1	$4K	Hold	129	–	–	﹤0.01%	1674
2021 Q4	$4K	Buy	129 +3	+2%	+$85	﹤0.01%	1765
2021 Q3	$3K	Buy	126 +7	+6%	+$200	﹤0.01%	1826
2021 Q2	$3K	Buy	119 +14	+13%	+$387	﹤0.01%	1769
2021 Q1	$3K	Buy	105 +35	+50%	+$913	﹤0.01%	1679
2020 Q4	$2K	Buy	+70	New	+$1.75K	﹤0.01%	1622

Other funds holding DIVI

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

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

AWM

Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DIVI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q3 2022, closing a stake of 129 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in DIVI in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 16 funds tracked by Wall St. Rank hold DIVI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 129 Franklin International Core Dividend Tilt Index ETF shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Franklin International Core Dividend Tilt Index ETF position peaked at $4K in Q1 2022.
16 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.