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 Q2	$1.94M	Buy	32,291 +825	+3%	+$47.9K	0.83%	21
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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

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

Prepared Retirement Institute increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 2.6% in Q2 2026, buying an estimated $47.9K and bringing the position to 32,291 shares worth $1.94M. The position accounts for 0.83% of the portfolio, ranked #21.

Prepared Retirement Institute first reported a position in UDIV in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

Prepared Retirement Institute held 32,291 shares of Franklin US Core Dividend Tilt Index ETF worth $1.94M as of Q2 2026.
Prepared Retirement Institute bought 825 Franklin US Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $47.9K.
Franklin US Core Dividend Tilt Index ETF made up 0.83% of Prepared Retirement Institute's portfolio in Q2 2026, its #21 holding.
Prepared Retirement Institute first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2025 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

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