TCWM
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Total Clarity Wealth Management’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Total Clarity Wealth Management’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 		$359K Buy
6,953
+172
+3% +$9.22K 0.08% 222
2025
Q4 		$360K Buy
6,781
+65
+1% +$3.43K 0.09% 212
2025
Q3 		$352K Buy
6,716
+103
+2% +$5.17K 0.09% 204
2025
Q2 		$319K Buy
6,613
+502
+8% +$22.3K 0.09% 216
2025
Q1 		$277K Hold
6,111
– – 0.09% 203
2024
Q4 		$277K Buy
6,111
+666
+12% +$30.5K 0.09% 204
2024
Q3 		$243K Buy
5,445
+350
+7% +$15.1K 0.08% 221
2024
Q2 		$215K Hold
5,095
– – 0.07% 228
2024
Q1 		$206K Buy
+5,095
New +$196K 0.07% 252

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return