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

Baird Financial Group’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 Q1	$2.1M	Buy	49,250 +2,194	+5%	+$93.4K	﹤0.01%	1028
2025 Q4	$1.88M	Buy	47,056 +1,686	+4%	+$68.3K	﹤0.01%	1061
2025 Q3	$1.88M	Buy	45,370 +9,447	+26%	+$385K	﹤0.01%	1070
2025 Q2	$1.43M	Buy	35,923 +7,959	+28%	+$315K	﹤0.01%	1114
2025 Q1	$1.15M	Buy	27,964 +1,948	+7%	+$77K	﹤0.01%	1133
2024 Q4	$998K	Buy	+26,016	New	+$1.04M	﹤0.01%	1183
2020 Q2	–	Sell	-255,819	Closed	-$6.59M	–	1549
2020 Q1	$6.59M	Sell	255,819 -113,499	-31%	-$3.58M	0.03%	391
2019 Q4	$12.6M	Buy	369,318 +7,856	+2%	+$264K	0.05%	341
2019 Q3	$12.1M	Buy	361,462 +52,378	+17%	+$1.71M	0.05%	324
2019 Q2	$9.94M	Sell	309,084 -44,009	-12%	-$1.4M	0.04%	356
2019 Q1	$11.2M	Buy	353,093 +290,519	+464%	+$8.94M	0.07%	301
2018 Q4	$1.79M	Buy	+62,574	New	+$1.9M	0.01%	662

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $79.5B AUM 27.1% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Baird Financial Group's LVHD Position: Q1 2026 in Review

Baird Financial Group increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 4.7% in Q1 2026, buying an estimated $93.4K and bringing the position to 49,250 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Baird Financial Group first reported a position in LVHD in Q4 2018 and has held it in 12 quarters since. The position peaked at $12.6M in Q4 2019. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

Baird Financial Group held 49,250 shares of Franklin US Low Volatility High Dividend Index ETF worth $2.1M as of Q1 2026.
Baird Financial Group bought 2,194 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $93.4K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1028 holding.
Baird Financial Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2018 and has held it in 12 quarters since.
Baird Financial Group's Franklin US Low Volatility High Dividend Index ETF position peaked at $12.6M in Q4 2019.
116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.