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Prepared Retirement Institute’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Prepared Retirement Institute’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 		$8.39M Buy
196,385
+20,206
+11% +$858K 3.57% 10
2026
Q1 		$7.01M Buy
176,179
+24,126
+16% +$984K 3.48% 12
2025
Q4 		$5.91M Buy
152,053
+18,545
+14% +$708K 2.98% 12
2025
Q3 		$4.98M Buy
133,508
+19,285
+17% +$702K 2.6% 13
2025
Q2 		$4.07M Buy
114,223
+1,404
+1% +$47.8K 2.4% 15
2025
Q1 		$3.68M Buy
112,819
+6,442
+6% +$207K 2.35% 14
2024
Q4 		$3.19M Buy
106,377
+22,535
+27% +$706K 1.82% 14
2024
Q3 		$2.78M Buy
83,842
+49,680
+145% +$1.6M 1.68% 14
2024
Q2 		$1.07M Buy
+34,162
New +$1.09M 0.71% 22

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
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
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

Prepared Retirement Institute's DIVI Position: Q2 2026 in Review

Prepared Retirement Institute increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 11% in Q2 2026, buying an estimated $858K and bringing the position to 196,385 shares worth $8.39M. The position accounts for 3.57% of the portfolio, ranked #10.

Prepared Retirement Institute first reported a position in DIVI in Q2 2024 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

  • Prepared Retirement Institute held 196,385 shares of Franklin International Core Dividend Tilt Index ETF worth $8.39M as of Q2 2026.
  • Prepared Retirement Institute bought 20,206 Franklin International Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $858K.
  • Franklin International Core Dividend Tilt Index ETF made up 3.57% of Prepared Retirement Institute's portfolio in Q2 2026, its #10 holding.
  • Prepared Retirement Institute first reported a position in Franklin International Core Dividend Tilt Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 193 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.