PRI
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$741K Buy
15,360
+8,898
+138% +$429K 0.44% 32
2025
Q1 		$283K Buy
+6,462
New +$283K 0.18% 66