Perigon Wealth Management’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Perigon Wealth Management’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	$434K	Buy	10,185 +3,741	+58%	+$163K	0.01%	966
2026 Q2	$275K	Hold	6,444	–	–	﹤0.01%	1173
2026 Q1	$257K	Buy	6,444 +2	+0%	+$82	﹤0.01%	1082
2025 Q4	$251K	Sell	6,442 -492	-7%	-$18.8K	﹤0.01%	1108
2025 Q3	$259K	Hold	6,934	–	–	0.01%	1040
2025 Q2	$247K	Buy	+6,934	New	+$236K	0.01%	914
2023 Q4	–	Sell	-47,876	Closed	-$1.34M	–	846
2023 Q3	$1.34M	Buy	47,876 +8,843	+23%	+$256K	0.05%	256
2023 Q2	$1.14M	Buy	+39,033	New	+$1.14M	0.04%	292

Other funds holding DIVI

RPGK

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

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

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

Defined Wealth Management Beaverton, Oregon $195M AUM 18.18% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Perigon Wealth Management's DIVI Position: Q3 2026 in Review

Perigon Wealth Management increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 58% in Q3 2026, buying an estimated $163K and bringing the position to 10,185 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #966.

Perigon Wealth Management first reported a position in DIVI in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.34M in Q3 2023. 59 funds tracked by Wall St. Rank hold DIVI as of Q3 2026.

Perigon Wealth Management held 10,185 shares of Franklin International Core Dividend Tilt Index ETF worth $434K as of Q3 2026.
Perigon Wealth Management bought 3,741 Franklin International Core Dividend Tilt Index ETF shares in Q3 2026, an estimated $163K.
Franklin International Core Dividend Tilt Index ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #966 holding.
Perigon Wealth Management first reported a position in Franklin International Core Dividend Tilt Index ETF in Q2 2023 and has held it in 8 quarters since.
Perigon Wealth Management's Franklin International Core Dividend Tilt Index ETF position peaked at $1.34M in Q3 2023.
59 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.