CIBC Private Wealth Group
LVHD icon

CIBC Private Wealth Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$19.2K Hold
482
– – ﹤0.01% 2178
2025
Q3 		$19.9K Sell
482
-729
-60% -$29.7K ﹤0.01% 2156
2025
Q2 		$48.3K Buy
+1,211
New +$47.9K ﹤0.01% 1675
2024
Q4 		– Sell
-370
Closed -$15.1K – 3096
2024
Q3 		$15.1K Buy
370
+364
+6,067% +$14.1K ﹤0.01% 2272
2024
Q2 		$213 Buy
+6
New +$216 ﹤0.01% 3055

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's LVHD Position: Q4 2025 in Review

CIBC Private Wealth Group held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q4 2025 at 482 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

CIBC Private Wealth Group first reported a position in LVHD in Q2 2024 and has held it in 5 quarters since. The position peaked at $48.3K in Q2 2025. 107 funds tracked by Wall St. Rank hold LVHD as of Q4 2025.

  • CIBC Private Wealth Group held 482 shares of Franklin US Low Volatility High Dividend Index ETF worth $19.2K as of Q4 2025.
  • CIBC Private Wealth Group left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q4 2025.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2178 holding.
  • CIBC Private Wealth Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2024 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's Franklin US Low Volatility High Dividend Index ETF position peaked at $48.3K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.