Carson Wealth (CWM LLC)
LVHD icon

Carson Wealth (CWM LLC)’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.51M Buy
35,519
+9,321
+36% +$397K ﹤0.01% 1322
2025
Q4 		$1.04M Buy
26,198
+8,045
+44% +$326K ﹤0.01% 1473
2025
Q3 		$750K Buy
18,153
+805
+5% +$32.8K ﹤0.01% 1567
2025
Q2 		$691K Buy
17,348
+12,687
+272% +$502K ﹤0.01% 1444
2025
Q1 		$191K Buy
4,661
+44
+1% +$1.74K ﹤0.01% 1948
2024
Q4 		$177K Buy
4,617
+691
+18% +$27.7K ﹤0.01% 1907
2024
Q3 		$160K Buy
3,926
+973
+33% +$37.6K ﹤0.01% 1880
2024
Q2 		$106K Sell
2,953
-132
-4% -$4.75K ﹤0.01% 1941
2024
Q1 		$114K Buy
3,085
+802
+35% +$28.6K ﹤0.01% 1799
2023
Q4 		$83K Buy
+2,283
New +$78.8K ﹤0.01% 1868
2023
Q1 		– Sell
-54
Closed -$2K – 4221
2022
Q4 		$2K Buy
+54
New +$2K ﹤0.01% 3585
2019
Q1 		– Sell
-3,550
Closed -$102K – 3143
2018
Q4 		$102K Buy
+3,550
New +$108K ﹤0.01% 724

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LVHD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 36% in Q1 2026, buying an estimated $397K and bringing the position to 35,519 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Carson Wealth (CWM LLC) first reported a position in LVHD in Q4 2018 and has held it in 12 quarters since. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 35,519 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.51M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,321 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $397K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1322 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2018 and has held it in 12 quarters since.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.