Triad Wealth Partners’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Triad Wealth Partners’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	$648K	Buy	+10,657	New	+$619K	0.04%	271

Other funds holding UDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

BWM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Triad Wealth Partners's UDIV Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Franklin US Core Dividend Tilt Index ETF (UDIV) in Q2 2026: 10,657 shares worth $648K. The stake represents 0.04% of the portfolio and ranks #271 among its holdings.

26 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

Triad Wealth Partners held 10,657 shares of Franklin US Core Dividend Tilt Index ETF worth $648K as of Q2 2026.
Franklin US Core Dividend Tilt Index ETF was a new Triad Wealth Partners position in Q2 2026.
Franklin US Core Dividend Tilt Index ETF made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #271 holding.
26 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.