UBS Group
XUDV

UBS Group’s Franklin U.S. Dividend Booster Index ETF XUDV Stock Holding History

UBS Group’s Portfolio XUDV Stock Details XUDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-105
Closed -$2.81K – 11446
2025
Q3 		$2.81K Sell
105
-325
-76% -$8.55K ﹤0.01% 9120
2025
Q2 		$11K Buy
+430
New +$10.4K ﹤0.01% 8809

Other funds holding XUDV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Invested Advisors State College, Pennsylvania $113M AUM 23.72% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

UBS Group's XUDV Position: Q4 2025 in Review

UBS Group sold out of Franklin U.S. Dividend Booster Index ETF (XUDV) in Q4 2025, closing a stake of 105 shares — an estimated $2.81K sold.

UBS Group first reported a position in XUDV in Q2 2025 and held it in 2 quarters. The position peaked at $11K in Q2 2025. 10 funds tracked by Wall St. Rank hold XUDV as of Q4 2025.

  • UBS Group reported no remaining Franklin U.S. Dividend Booster Index ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 105 Franklin U.S. Dividend Booster Index ETF shares in Q4 2025, an estimated $2.81K.
  • UBS Group first reported a position in Franklin U.S. Dividend Booster Index ETF in Q2 2025 and held it in 2 quarters.
  • UBS Group's Franklin U.S. Dividend Booster Index ETF position peaked at $11K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Franklin U.S. Dividend Booster Index ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.