UDIV — Franklin Templeton US Core Div ETF

Ownership history in Integrated Wealth Concepts LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in Franklin Templeton US Core Div ETF (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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,880 +424 +6.6% 0.00% $360K $52.12
2025 Q2 ADDED 6,456 +1,020 +18.8% 0.00% $311K $47.79
2025 Q1 INITIATED 5,436 — — 0.00% $238K $43.16
% of Fund (quarterly)    UDIV price (monthly, adj. close)

Other funds also holding UDIV

As of 2025 Q4 — sorted by position size

CreativeOne Wealth, LLC 3Y 7Y 0.66% 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%
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