Apexium Financial’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Apexium Financial’s Portfolio LVHD Stock Details LVHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$557K	Sell	13,466 -522	-4%	-$21.3K	0.03%	183
2025 Q2	$558K	Hold	13,988	–	–	0.03%	170
2025 Q1	$573K	Hold	13,988	–	–	0.03%	160
2024 Q4	$541K	Hold	13,988	–	–	0.03%	157
2024 Q3	$570K	Hold	13,988	–	–	0.04%	132
2024 Q2	$501K	Sell	13,988 -1,721	-11%	-$62K	0.04%	137
2024 Q1	$579K	Sell	15,709 -4,481	-22%	-$160K	0.04%	123
2023 Q4	$734K	Hold	20,190	–	–	0.05%	147
2023 Q3	$684K	Sell	20,190 -621	-3%	-$22.5K	0.07%	111
2023 Q2	$763K	Hold	20,811	–	–	0.07%	105
2023 Q1	$776K	Hold	20,811	–	–	0.08%	100
2022 Q4	$792K	Sell	20,811 -6,556	-24%	-$243K	0.08%	95
2022 Q3	$935K	Buy	+27,367	New	+$1.04M	0.12%	75
2020 Q1	–	Sell	-12,140	Closed	-$416K	–	73
2019 Q4	$416K	Buy	+12,140	New	+$407K	0.54%	37

Other funds holding LVHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Apexium Financial's LVHD Position: Q3 2025 in Review

Apexium Financial reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 3.7% in Q3 2025, selling an estimated $21.3K and leaving 13,466 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #183.

Apexium Financial first reported a position in LVHD in Q4 2019 and has held it in 14 quarters since. The position peaked at $935K in Q3 2022. 103 funds tracked by Wall St. Rank hold LVHD as of Q3 2025.

Apexium Financial held 13,466 shares of Franklin US Low Volatility High Dividend Index ETF worth $557K as of Q3 2025.
Apexium Financial sold 522 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2025, an estimated $21.3K.
Franklin US Low Volatility High Dividend Index ETF made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #183 holding.
Apexium Financial first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2019 and has held it in 14 quarters since.
Apexium Financial's Franklin US Low Volatility High Dividend Index ETF position peaked at $935K in Q3 2022.
103 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.