Sanctuary Advisors’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Sanctuary Advisors’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 Q1	$2.71M	Buy	52,487 +6,466	+14%	+$347K	0.01%	790
2025 Q4	$2.45M	Buy	46,021 +3,575	+8%	+$189K	0.01%	822
2025 Q3	$2.22M	Sell	42,446 -246	-0.6%	-$12.4K	0.01%	838
2025 Q2	$2.06M	Buy	42,692 +1,018	+2%	+$45.2K	0.01%	835
2025 Q1	$1.82M	Buy	41,674 +4,142	+11%	+$190K	0.01%	822
2024 Q4	$1.76M	Sell	37,532 -665	-2%	-$30.5K	0.01%	923
2024 Q3	$1.77M	Buy	38,197 +7,011	+22%	+$302K	0.01%	940
2024 Q2	$1.22M	Buy	+31,186	New	+$1.26M	0.01%	1089

Other funds holding UDIV

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BWM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sanctuary Advisors's UDIV Position: Q1 2026 in Review

Sanctuary Advisors increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 14% in Q1 2026, buying an estimated $347K and bringing the position to 52,487 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #790.

Sanctuary Advisors first reported a position in UDIV in Q2 2024 and has held it in 8 quarters since. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

Sanctuary Advisors held 52,487 shares of Franklin US Core Dividend Tilt Index ETF worth $2.71M as of Q1 2026.
Sanctuary Advisors bought 6,466 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $347K.
Franklin US Core Dividend Tilt Index ETF made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #790 holding.
Sanctuary Advisors first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2024 and has held it in 8 quarters since.
35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.