Perspective Wealth Advisors’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Perspective Wealth Advisors’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 Q2	$693K	Sell	16,233 -848	-5%	-$36K	0.38%	45
2026 Q1	$680K	Sell	17,081 -243	-1%	-$9.91K	0.44%	39
2025 Q4	$674K	Buy	+17,324	New	+$661K	0.48%	39

Other funds holding DIVI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

Perspective Wealth Advisors's DIVI Position: Q2 2026 in Review

Perspective Wealth Advisors reduced its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 5% in Q2 2026, selling an estimated $36K and leaving 16,233 shares worth $693K. The position accounts for 0.38% of the portfolio, ranked #45.

Perspective Wealth Advisors first reported a position in DIVI in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

Perspective Wealth Advisors held 16,233 shares of Franklin International Core Dividend Tilt Index ETF worth $693K as of Q2 2026.
Perspective Wealth Advisors sold 848 Franklin International Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $36K.
Franklin International Core Dividend Tilt Index ETF made up 0.38% of Perspective Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Perspective Wealth Advisors first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2025 and has held it in 3 quarters since.
193 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

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