Centurion Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Centurion Wealth 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	$950K	Sell	21,581 -2,245	-9%	-$96.5K	0.23%	101
2026 Q1	$1.01M	Sell	23,826 -15,611	-40%	-$664K	0.23%	89
2025 Q4	$1.57M	Buy	39,437 +1,371	+4%	+$55.5K	0.34%	66
2025 Q3	$1.57M	Buy	38,066 +539	+1%	+$22K	0.36%	65
2025 Q2	$1.5M	Buy	37,527 +3,774	+11%	+$149K	0.43%	58
2025 Q1	$1.29M	Hold	33,753	–	–	0.41%	52
2024 Q4	$1.29M	Sell	33,753 -5,790	-15%	-$232K	0.41%	52
2024 Q3	$1.61M	Buy	+39,543	New	+$1.53M	0.51%	44
2024 Q1	$1.55M	Buy	42,136 +1,054	+3%	+$37.6K	0.61%	33
2023 Q4	$1.49M	Buy	41,082 +493	+1%	+$17K	0.64%	29
2023 Q3	$1.38M	Buy	40,589 +2,792	+7%	+$101K	0.67%	29
2023 Q2	$1.39M	Buy	37,797 +2,950	+8%	+$108K	0.67%	31
2023 Q1	$1.3M	Buy	34,847 +1,886	+6%	+$70.8K	0.66%	33
2022 Q4	$1.25M	Buy	+32,961	New	+$1.22M	0.71%	35

Other funds holding LVHD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Centurion Wealth Management's LVHD Position: Q2 2026 in Review

Centurion Wealth Management reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 9.4% in Q2 2026, selling an estimated $96.5K and leaving 21,581 shares worth $950K. The position accounts for 0.23% of the portfolio, ranked #101.

Centurion Wealth Management first reported a position in LVHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.61M in Q3 2024. 14 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Centurion Wealth Management held 21,581 shares of Franklin US Low Volatility High Dividend Index ETF worth $950K as of Q2 2026.
Centurion Wealth Management sold 2,245 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $96.5K.
Franklin US Low Volatility High Dividend Index ETF made up 0.23% of Centurion Wealth Management's portfolio in Q2 2026, its #101 holding.
Centurion Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.61M in Q3 2024.
14 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.