Ridgeline Wealth Planning
DIVI icon

Ridgeline Wealth Planning’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Ridgeline Wealth Planning’s Portfolio DIVI Stock Details DIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.92M Buy
138,881
+2,146
+2% +$93.6K 3.41% 9
2026
Q2 		$5.84M Sell
136,735
-2,131
-2% -$90.5K 3.7% 8
2026
Q1 		$5.53M Buy
138,866
+25
+0% +$1.02K 4.04% 8
2025
Q4 		$5.4M Buy
138,841
+25,049
+22% +$956K 3.85% 8
2025
Q3 		$4.25M Buy
113,792
+2,323
+2% +$84.6K 3.19% 8
2025
Q2 		$3.97M Buy
111,469
+7,888
+8% +$268K 3.27% 8
2025
Q1 		$3.38M Buy
103,581
+10,577
+11% +$339K 3.32% 9
2024
Q4 		$2.79M Buy
+93,004
New +$2.91M 2.67% 9

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Ridgeline Wealth Planning's DIVI Position: Q3 2026 in Review

Ridgeline Wealth Planning increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 1.6% in Q3 2026, buying an estimated $93.6K and bringing the position to 138,881 shares worth $5.92M. The position accounts for 3.41% of the portfolio, ranked #9.

Ridgeline Wealth Planning first reported a position in DIVI in Q4 2024 and has held it in 8 quarters since. 108 funds tracked by Wall St. Rank hold DIVI as of Q3 2026.

  • Ridgeline Wealth Planning held 138,881 shares of Franklin International Core Dividend Tilt Index ETF worth $5.92M as of Q3 2026.
  • Ridgeline Wealth Planning bought 2,146 Franklin International Core Dividend Tilt Index ETF shares in Q3 2026, an estimated $93.6K.
  • Franklin International Core Dividend Tilt Index ETF made up 3.41% of Ridgeline Wealth Planning's portfolio in Q3 2026, its #9 holding.
  • Ridgeline Wealth Planning first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2024 and has held it in 8 quarters since.
  • 108 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q3 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.