Decker Retirement Planning
LVHD icon

Decker Retirement Planning’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Decker Retirement Planning’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
Q3 		– Sell
-275
Closed -$12.1K – 440
2026
Q2 		$12.1K Buy
+275
New +$11.8K ﹤0.01% 205

Other funds holding LVHD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Sovereign Investment Advisors
Sovereign Investment Advisors Phoenix, Arizona $337M AUM 15.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Heffernan Advisory
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Decker Retirement Planning's LVHD Position: Q3 2026 in Review

Decker Retirement Planning sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2026, closing a stake of 275 shares — an estimated $12.1K sold.

Decker Retirement Planning first reported a position in LVHD in Q2 2026 and held it in 1 quarter. The position peaked at $12.1K in Q2 2026. 83 funds tracked by Wall St. Rank hold LVHD as of Q3 2026.

  • Decker Retirement Planning reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 275 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2026, an estimated $12.1K.
  • Decker Retirement Planning first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2026 and held it in 1 quarter.
  • Decker Retirement Planning's Franklin US Low Volatility High Dividend Index ETF position peaked at $12.1K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.