Systelligence LLC’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Systelligence LLC’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	$3.45M	Buy	+57,394	New	+$3.33M	0.58%	47
2023 Q1	–	Sell	-141,716	Closed	-$4.26M	–	47
2022 Q4	$4.26M	Sell	141,716 -447,183	-76%	-$13.6M	1.11%	29
2022 Q3	$16.8M	Buy	588,899 +284,154	+93%	+$9.11M	5.13%	5
2022 Q2	$9.68M	Buy	+304,745	New	+$10.5M	2.81%	17

Other funds holding UDIV

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

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return