UDIV — FRANKLIN TEMPLETON ETF TR

Ownership history in CreativeOne Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in FRANKLIN TEMPLETON ETF TR (UDIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.66% (2025 Q4)
Avg. % of fund
0.4%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 510,565 +49,864 +10.8% 0.66% $27.1M $53.15
2025 Q3 ADDED 460,701 +55,625 +13.7% 0.59% $24.1M $52.12
2025 Q2 ADDED 405,076 +51,049 +14.4% 0.51% $19.5M $47.79
2025 Q1 ADDED 354,027 +77,605 +28.1% 0.46% $15.5M $43.16
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UDIV price (monthly, adj. close)

Other funds also holding UDIV

As of 2025 Q4 — sorted by position size

Total Clarity Wealth Management, Inc. 3Y 0.09% Arkadios Wealth Advisors 3Y 0.06% Koshinski Asset Management, Inc. 3Y 7Y 0.01% Sanctuary Advisors, LLC 0.01% Atria Investments, Inc 3Y 7Y 0.01% FRANKLIN RESOURCES INC 3Y 7Y 0.01% Lloyd Advisory Services, LLC. 3Y 0.0% LPL Financial LLC 3Y 7Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% Stratos Wealth Partners, LTD. 3Y 7Y 0.0%
← Back to CreativeOne Wealth, LLC Holdings