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Thurston Springer Miller Herd & Titak’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Thurston Springer Miller Herd & Titak’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
2024
Q4 		– Sell
-106
Closed -$4.74K – 1389
2024
Q3 		$4.74K Hold
106
– – ﹤0.01% 1211
2024
Q2 		$4.47K Buy
+106
New +$4.29K ﹤0.01% 1198

Other funds holding UDIV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's UDIV Position: Q4 2024 in Review

Thurston Springer Miller Herd & Titak sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q4 2024, closing a stake of 106 shares — an estimated $4.74K sold.

Thurston Springer Miller Herd & Titak first reported a position in UDIV in Q2 2024 and held it in 2 quarters. The position peaked at $4.74K in Q3 2024. 31 funds tracked by Wall St. Rank hold UDIV as of Q4 2024.

  • Thurston Springer Miller Herd & Titak reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q4 2024 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 106 Franklin US Core Dividend Tilt Index ETF shares in Q4 2024, an estimated $4.74K.
  • Thurston Springer Miller Herd & Titak first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2024 and held it in 2 quarters.
  • Thurston Springer Miller Herd & Titak's Franklin US Core Dividend Tilt Index ETF position peaked at $4.74K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q4 2024.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q4 2024, filed 14 Jan 2025.