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Belpointe Asset Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Belpointe Asset Management’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
Q2 		$258K Buy
+5,858
New +$252K 0.01% 951

Other funds holding LVHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $120M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Belpointe Asset Management's LVHD Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026: 5,858 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #951 among its holdings.

43 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Belpointe Asset Management held 5,858 shares of Franklin US Low Volatility High Dividend Index ETF worth $258K as of Q2 2026.
  • Franklin US Low Volatility High Dividend Index ETF was a new Belpointe Asset Management position in Q2 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #951 holding.
  • 43 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.