AssetMark Inc’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

AssetMark Inc’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
2026 Q3	$3.19K	Buy	+77	New	+$3.4K	﹤0.01%	2907

Other funds holding LVHD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

AssetMark Inc's LVHD Position: Q3 2026 in Review

AssetMark Inc opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2026: 77 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #2907 among its holdings.

48 funds tracked by Wall St. Rank hold LVHD as of Q3 2026.

AssetMark Inc held 77 shares of Franklin US Low Volatility High Dividend Index ETF worth $3.19K as of Q3 2026.
Franklin US Low Volatility High Dividend Index ETF was a new AssetMark Inc position in Q3 2026.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2907 holding.
48 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.