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Prepared Retirement Institute’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Prepared Retirement Institute’s Portfolio UDIV Stock Details UDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.62M Sell
31,466
-179
-0.6% -$9.6K 0.81% 23
2025
Q4 		$1.68M Buy
31,645
+358
+1% +$18.9K 0.85% 22
2025
Q3 		$1.64M Buy
31,287
+15,927
+104% +$800K 0.85% 22
2025
Q2 		$741K Buy
15,360
+8,898
+138% +$395K 0.44% 32
2025
Q1 		$283K Buy
+6,462
New +$296K 0.18% 66

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prepared Retirement Institute's UDIV Position: Q1 2026 in Review

Prepared Retirement Institute reduced its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 0.57% in Q1 2026, selling an estimated $9.6K and leaving 31,466 shares worth $1.62M. The position accounts for 0.81% of the portfolio, ranked #23.

Prepared Retirement Institute first reported a position in UDIV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.68M in Q4 2025. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

  • Prepared Retirement Institute held 31,466 shares of Franklin US Core Dividend Tilt Index ETF worth $1.62M as of Q1 2026.
  • Prepared Retirement Institute sold 179 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $9.6K.
  • Franklin US Core Dividend Tilt Index ETF made up 0.81% of Prepared Retirement Institute's portfolio in Q1 2026, its #23 holding.
  • Prepared Retirement Institute first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Prepared Retirement Institute's Franklin US Core Dividend Tilt Index ETF position peaked at $1.68M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.