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TriaGen Wealth Management’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

TriaGen Wealth Management’s Portfolio DIVI Stock Details DIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.1M Buy
610,254
+20,097
+3% +$854K 6.52% 2
2026
Q1 		$23.5M Buy
590,157
+1,786
+0.3% +$72.9K 6.42% 3
2025
Q4 		$22.9M Buy
588,371
+8,850
+2% +$338K 5.92% 3
2025
Q3 		$21.6M Buy
579,521
+111,385
+24% +$4.06M 5.64% 2
2025
Q2 		$16.7M Buy
468,136
+55,055
+13% +$1.87M 5.05% 2
2025
Q1 		$13.5M Buy
413,081
+22,499
+6% +$721K 4.75% 2
2024
Q4 		$11.7M Sell
390,582
-101,179
-21% -$3.17M 3.95% 4
2024
Q3 		$16.3M Buy
491,761
+20,107
+4% +$647K 5.46% 2
2024
Q2 		$14.7M Buy
471,654
+12,101
+3% +$387K 5.69% 2
2024
Q1 		$14.8M Buy
459,553
+156,961
+52% +$4.87M 6.14% 1
2023
Q4 		$9.3M Sell
302,592
-110,460
-27% -$3.16M 4.43% 3
2023
Q3 		$11.5M Buy
413,052
+22,460
+6% +$651K 5.88% 2
2023
Q2 		$11.4M Buy
390,592
+29,326
+8% +$859K 5.22% 2
2023
Q1 		$10.4M Buy
361,266
+10,161
+3% +$287K 5.22% 2
2022
Q4 		$9.37M Buy
351,105
+124,721
+55% +$3.14M 5.21% 1
2022
Q3 		$5.04M Buy
+226,384
New +$5.76M 2.79% 5

Other funds holding DIVI

BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

TriaGen Wealth Management's DIVI Position: Q2 2026 in Review

TriaGen Wealth Management increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 3.4% in Q2 2026, buying an estimated $854K and bringing the position to 610,254 shares worth $26.1M. The position accounts for 6.52% of the portfolio, ranked #2.

TriaGen Wealth Management first reported a position in DIVI in Q3 2022 and has held it in 16 quarters since. 83 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

  • TriaGen Wealth Management held 610,254 shares of Franklin International Core Dividend Tilt Index ETF worth $26.1M as of Q2 2026.
  • TriaGen Wealth Management bought 20,097 Franklin International Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $854K.
  • Franklin International Core Dividend Tilt Index ETF made up 6.52% of TriaGen Wealth Management's portfolio in Q2 2026, its #2 holding.
  • TriaGen Wealth Management first reported a position in Franklin International Core Dividend Tilt Index ETF in Q3 2022 and has held it in 16 quarters since.
  • 83 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.