Stratos Wealth Partners’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $261K | Buy |
5,063
+403
| +9% | +$21.6K | ﹤0.01% | 1399 |
|
|
2025
Q4 | $248K | Sell |
4,660
-150
| -3% | -$7.92K | ﹤0.01% | 1397 |
|
|
2025
Q3 | $252K | Hold |
4,810
| – | – | ﹤0.01% | 1342 |
|
|
2025
Q2 | $232K | Hold |
4,810
| – | – | ﹤0.01% | 1266 |
|
|
2025
Q1 | $210K | Hold |
4,810
| – | – | ﹤0.01% | 1254 |
|
|
2024
Q4 | $218K | Sell |
4,810
-225
| -4% | -$10.3K | ﹤0.01% | 1310 |
|
|
2024
Q3 | $225K | Sell |
5,035
-725
| -13% | -$31.2K | ﹤0.01% | 1285 |
|
|
2024
Q2 | $243K | Sell |
5,760
-25
| -0.4% | -$1.01K | ﹤0.01% | 1180 |
|
|
2024
Q1 | $234K | Hold |
5,785
| – | – | ﹤0.01% | 1219 |
|
|
2023
Q4 | $214K | Sell |
5,785
-300
| -5% | -$10.3K | ﹤0.01% | 1242 |
|
|
2023
Q3 | $201K | Sell |
6,085
-550
| -8% | -$19K | ﹤0.01% | 1178 |
|
|
2023
Q2 | $229K | Buy |
6,635
+350
| +6% | +$11.5K | 0.01% | 1052 |
|
|
2023
Q1 | $203K | Sell |
6,285
-625
| -9% | -$19.7K | 0.01% | 1036 |
|
|
2022
Q4 | $208K | Sell |
6,910
-225
| -3% | -$6.86K | 0.01% | 1027 |
|
|
2022
Q3 | $203K | Sell |
7,135
-160
| -2% | -$5.13K | 0.01% | 1019 |
|
|
2022
Q2 | $232K | Sell |
7,295
-75
| -1% | -$2.58K | 0.01% | 1033 |
|
|
2022
Q1 | $267K | Hold |
7,370
| – | – | 0.01% | 1035 |
|
|
2021
Q4 | $269K | Sell |
7,370
-150
| -2% | -$5.33K | 0.01% | 1039 |
|
|
2021
Q3 | $258K | Sell |
7,520
-1,125
| -13% | -$39.6K | 0.01% | 993 |
|
|
2021
Q2 | $300K | Sell |
8,645
-50
| -0.6% | -$1.73K | 0.01% | 970 |
|
|
2021
Q1 | $289K | Hold |
8,695
| – | – | 0.01% | 898 |
|
|
2020
Q4 | $274K | Hold |
8,695
| – | – | 0.01% | 880 |
|
|
2020
Q3 | $242K | Hold |
8,695
| – | – | 0.01% | 859 |
|
|
2020
Q2 | $230K | Sell |
8,695
-400
| -4% | -$10.1K | 0.01% | 852 |
|
|
2020
Q1 | $212K | Sell |
9,095
-965
| -10% | -$27.3K | 0.01% | 799 |
|
|
2019
Q4 | $310K | Sell |
10,060
-435
| -4% | -$13K | 0.01% | 741 |
|
|
2019
Q3 | $305K | Sell |
10,495
-550
| -5% | -$15.9K | 0.01% | 728 |
|
|
2019
Q2 | $322K | Sell |
11,045
-850
| -7% | -$24.3K | 0.01% | 714 |
|
|
2019
Q1 | $335K | Buy |
11,895
+250
| +2% | +$6.86K | 0.02% | 665 |
|
|
2018
Q4 | $298K | Sell |
11,645
-100
| -0.9% | -$2.69K | 0.02% | 663 |
|
|
2018
Q3 | $329K | Sell |
11,745
-350
| -3% | -$9.83K | 0.01% | 680 |
|
|
2018
Q2 | $330K | Sell |
12,095
-40
| -0.3% | -$1.12K | 0.01% | 701 |
|
|
2018
Q1 | $344K | Sell |
12,135
-300
| -2% | -$8.72K | 0.01% | 672 |
|
|
2017
Q4 | $362K | Sell |
12,435
-1,375
| -10% | -$39.2K | 0.02% | 641 |
|
|
2017
Q3 | $390K | Sell |
13,810
-800
| -5% | -$22.6K | 0.02% | 581 |
|
|
2017
Q2 | $406K | Buy |
+14,610
| New | +$405K | 0.02% | 526 |
|
Other funds holding UDIV
CW
AWA
SA
PRI
BWM
Stratos Wealth Partners's UDIV Position: Q1 2026 in Review
Stratos Wealth Partners increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 8.6% in Q1 2026, buying an estimated $21.6K and bringing the position to 5,063 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.
Stratos Wealth Partners first reported a position in UDIV in Q2 2017 and has held it in 36 quarters since. The position peaked at $406K in Q2 2017. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.
- Stratos Wealth Partners held 5,063 shares of Franklin US Core Dividend Tilt Index ETF worth $261K as of Q1 2026.
- Stratos Wealth Partners bought 403 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $21.6K.
- Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1399 holding.
- Stratos Wealth Partners first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2017 and has held it in 36 quarters since.
- Stratos Wealth Partners's Franklin US Core Dividend Tilt Index ETF position peaked at $406K in Q2 2017.
- 35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.