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Principal Securities’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Principal Securities’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 		$389K Buy
+6,468
New +$376K ﹤0.01% 1202
2025
Q4 		– Sell
-1,260
Closed -$66K – 3369
2025
Q3 		$66K Buy
1,260
+34
+3% +$1.71K ﹤0.01% 1815
2025
Q2 		$59.1K Buy
1,226
+925
+307% +$41.1K ﹤0.01% 1790
2025
Q1 		$13.7K Hold
301
– – ﹤0.01% 2398
2024
Q4 		$13.7K Buy
301
+245
+438% +$11.2K ﹤0.01% 2394
2024
Q3 		$2.5K Buy
+56
New +$2.41K ﹤0.01% 2883

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

Principal Securities's UDIV Position: Q2 2026 in Review

Principal Securities opened a new position in Franklin US Core Dividend Tilt Index ETF (UDIV) in Q2 2026: 6,468 shares worth $389K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: Principal Securities previously reported a position in UDIV as recently as Q3 2025.

Principal Securities first reported a position in UDIV in Q3 2024 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

  • Principal Securities held 6,468 shares of Franklin US Core Dividend Tilt Index ETF worth $389K as of Q2 2026.
  • Franklin US Core Dividend Tilt Index ETF was a new Principal Securities position in Q2 2026.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1202 holding.
  • Principal Securities first reported a position in Franklin US Core Dividend Tilt Index ETF in Q3 2024 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.