DIVI — FRANKLIN TEMPLETON ETF TR

Ownership history in Powers Advisory Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Powers Advisory Group, LLC reported a position in FRANKLIN TEMPLETON ETF TR (DIVI). 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
0.79% (2025 Q4)
Avg. % of fund
0.45%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 54,168 +16,014 +42.0% 0.79% $2.1M $38.79
2025 Q3 ADDED 38,154 +7,825 +25.8% 0.57% $1.4M $36.65
2025 Q2 ADDED 30,329 +10,835 +55.6% 0.48% $1.1M $34.83
2025 Q1 ADDED 19,494 +12,400 +174.8% 0.30% $635K $31.28
2024 Q4 INITIATED 7,094 — — 0.11% $213K $28.76
% of Fund (quarterly)    DIVI price (monthly, adj. close)

Other funds also holding DIVI

As of 2025 Q4 — sorted by position size

Baron Wealth Management LLC 8.71% TriaGen Wealth Management LLC 3Y 5.92% Legacy Financial Advisors, Inc. 3Y 7Y 4.59% AllGen Financial Advisors, Inc. 3Y 3.59% Vickerman Investment Advisors, Inc. 3Y 2.83% DEFINED WEALTH MANAGEMENT, LLC 3Y 2.67% LMG Wealth Partners, LLC 3Y 1.89% Capital Analysts, LLC 3Y 7Y 1.7% Joseph Group Capital Management 3Y 1.63% CASTLE WEALTH MANAGEMENT LLC 3Y 1.57%
← Back to Powers Advisory Group, LLC Holdings