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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
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 $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $38.1B 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

Perigon Wealth Management's DIVI Position: Q1 2026 in Review

Perigon Wealth Management increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 0.03% in Q1 2026, buying an estimated $82 and bringing the position to 6,444 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Perigon Wealth Management first reported a position in DIVI in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.34M in Q3 2023. 184 funds tracked by Wall St. Rank hold DIVI as of Q1 2026.

  • Perigon Wealth Management held 6,444 shares of Franklin International Core Dividend Tilt Index ETF worth $257K as of Q1 2026.
  • Perigon Wealth Management bought 2 Franklin International Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $82.
  • Franklin International Core Dividend Tilt Index ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1082 holding.
  • Perigon Wealth Management first reported a position in Franklin International Core Dividend Tilt Index ETF in Q2 2023 and has held it in 6 quarters since.
  • Perigon Wealth Management's Franklin International Core Dividend Tilt Index ETF position peaked at $1.34M in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.