PS
UDIV icon

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
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 $4.31B AUM 19.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Principal Securities's UDIV Position: Q4 2025 in Review

Principal Securities sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q4 2025, closing a stake of 1,260 shares — an estimated $66K sold.

Principal Securities first reported a position in UDIV in Q3 2024 and held it in 5 quarters. The position peaked at $66K in Q3 2025. 36 funds tracked by Wall St. Rank hold UDIV as of Q4 2025.

  • Principal Securities reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,260 Franklin US Core Dividend Tilt Index ETF shares in Q4 2025, an estimated $66K.
  • Principal Securities first reported a position in Franklin US Core Dividend Tilt Index ETF in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Franklin US Core Dividend Tilt Index ETF position peaked at $66K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.