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

Tidemark’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	$8.93K	Hold	173	–	–	﹤0.01%	476
2025 Q4	$9.2K	Hold	173	–	–	﹤0.01%	436
2025 Q3	$9.06K	Hold	173	–	–	﹤0.01%	469
2025 Q2	$8.34K	Hold	173	–	–	﹤0.01%	471
2025 Q1	$7.57K	Hold	173	–	–	﹤0.01%	468
2024 Q4	$7.86K	Hold	173	–	–	﹤0.01%	464
2024 Q3	$7.72K	Hold	173	–	–	﹤0.01%	453
2024 Q2	$7.29K	Hold	173	–	–	﹤0.01%	439
2024 Q1	$6.99K	Hold	173	–	–	﹤0.01%	482
2023 Q4	$6.39K	Buy	+173	New	+$5.97K	﹤0.01%	476

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 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

Tidemark's UDIV Position: Q1 2026 in Review

Tidemark held its Franklin US Core Dividend Tilt Index ETF (UDIV) position steady in Q1 2026 at 173 shares worth $8.93K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Tidemark first reported a position in UDIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.2K in Q4 2025. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

Tidemark held 173 shares of Franklin US Core Dividend Tilt Index ETF worth $8.93K as of Q1 2026.
Tidemark left its Franklin US Core Dividend Tilt Index ETF share count unchanged in Q1 2026.
Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Tidemark's portfolio in Q1 2026, its #476 holding.
Tidemark first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2023 and has held it in 10 quarters since.
Tidemark's Franklin US Core Dividend Tilt Index ETF position peaked at $9.2K in Q4 2025.
35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.