Commonwealth Equity Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Commonwealth Equity Services’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	$7.93M	Sell	180,172 -3,359	-2%	-$144K	0.01%	1095
2026 Q1	$7.81M	Buy	183,531 +2,211	+1%	+$94.1K	0.01%	1042
2025 Q4	$7.23M	Sell	181,320 -2,500	-1%	-$101K	0.01%	1083
2025 Q3	$7.6M	Sell	183,820 -31,652	-15%	-$1.29M	0.01%	1079
2025 Q2	$8.59M	Sell	215,472 -12,845	-6%	-$508K	0.01%	1009
2025 Q1	$9.35M	Sell	228,317 -9,652	-4%	-$382K	0.01%	903
2024 Q4	$9.13M	Buy	237,969 +7,195	+3%	+$289K	0.01%	875
2024 Q3	$9.4M	Sell	230,774 -38,434	-14%	-$1.48M	0.01%	857
2024 Q2	$9.64M	Sell	269,208 -127,672	-32%	-$4.6M	0.02%	828
2024 Q1	$14.6M	Sell	396,880 -81,484	-17%	-$2.91M	0.02%	622
2023 Q4	$17.4M	Sell	478,364 -26,586	-5%	-$917K	0.03%	500
2023 Q3	$17.1M	Sell	504,950 -11,337	-2%	-$412K	0.04%	466
2023 Q2	$18.9M	Sell	516,287 -61,129	-11%	-$2.24M	0.04%	437
2023 Q1	$21.5K	Buy	577,416 +31,759	+6%	+$1.19M	0.05%	377
2022 Q4	$20.8M	Buy	545,657 +7,798	+1%	+$289K	0.05%	364
2022 Q3	$18.4M	Buy	537,859 +12,211	+2%	+$464K	0.05%	362
2022 Q2	$19.8M	Buy	525,648 +93,561	+22%	+$3.64M	0.05%	354
2022 Q1	$17.1M	Buy	432,087 +31,485	+8%	+$1.23M	0.04%	426
2021 Q4	$16M	Buy	400,602 +32,925	+9%	+$1.25M	0.04%	441
2021 Q3	$13.2M	Buy	367,677 +25,018	+7%	+$931K	0.03%	468
2021 Q2	$12.5M	Buy	342,659 +11,522	+3%	+$420K	0.03%	489
2021 Q1	$11.6M	Sell	331,137 -23,192	-7%	-$771K	0.03%	469
2020 Q4	$11.5M	Buy	354,329 +6,090	+2%	+$192K	0.03%	435
2020 Q3	$10.3M	Sell	348,239 -5,173	-1%	-$153K	0.04%	423
2020 Q2	$10.2M	Sell	353,412 -9,423	-3%	-$264K	0.04%	400
2020 Q1	$9.35M	Buy	362,835 +15,555	+4%	+$491K	0.04%	368
2019 Q4	$11.8M	Buy	347,280 +29,780	+9%	+$999K	0.05%	360
2019 Q3	$10.7M	Buy	317,500 +37,181	+13%	+$1.21M	0.05%	366
2019 Q2	$9.02M	Buy	280,319 +44,800	+19%	+$1.42M	0.04%	398
2019 Q1	$7.49M	Buy	235,519 +24,581	+12%	+$756K	0.03%	428
2018 Q4	$6.05M	Buy	210,938 +2,968	+1%	+$90.1K	0.03%	451
2018 Q3	$6.37M	Sell	207,970 -61,058	-23%	-$1.88M	0.03%	453
2018 Q2	$8.04M	Buy	269,028 +5,107	+2%	+$151K	0.04%	365
2018 Q1	$7.8M	Buy	263,921 +70,522	+36%	+$2.15M	0.04%	351
2017 Q4	$6.1M	Sell	193,399 -15,431	-7%	-$479K	0.03%	418
2017 Q3	$6.32M	Sell	208,830 -6,677	-3%	-$201K	0.04%	375
2017 Q2	$6.46M	Buy	215,507 +8,096	+4%	+$243K	0.04%	362
2017 Q1	$6.17M	Buy	207,411 +43,552	+27%	+$1.28M	0.04%	362
2016 Q4	$4.68M	Sell	163,859 -4,119	-2%	-$115K	0.03%	402
2016 Q3	$4.68M	Buy	167,978 +67,437	+67%	+$1.92M	0.04%	386
2016 Q2	$2.85M	Buy	100,541 +60,669	+152%	+$1.65M	0.02%	523
2016 Q1	$1.08M	Buy	+39,872	New	+$1.01M	0.01%	913

Other funds holding LVHD

PAG

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

Heffernan Advisory Flagstaff, Arizona $120M AUM

WAP

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

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

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

Commonwealth Equity Services's LVHD Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 1.8% in Q2 2026, selling an estimated $144K and leaving 180,172 shares worth $7.93M. The position accounts for 0.01% of the portfolio, ranked #1095.

Commonwealth Equity Services first reported a position in LVHD in Q1 2016 and has held it in 42 quarters since. The position peaked at $20.8M in Q4 2022. 43 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Commonwealth Equity Services held 180,172 shares of Franklin US Low Volatility High Dividend Index ETF worth $7.93M as of Q2 2026.
Commonwealth Equity Services sold 3,359 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $144K.
Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1095 holding.
Commonwealth Equity Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2016 and has held it in 42 quarters since.
Commonwealth Equity Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $20.8M in Q4 2022.
43 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.