Dunhill Financial’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Dunhill Financial’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	$4.97K	Buy	112 +2	+2%	+$86	﹤0.01%	681
2026 Q1	$4.68K	Buy	110 +1	+0.9%	+$43	﹤0.01%	650
2025 Q4	$4.34K	Buy	109 +6	+6%	+$243	﹤0.01%	613
2025 Q3	$4.26K	Buy	+103	New	+$4.2K	﹤0.01%	583

Other funds holding LVHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Dunhill Financial's LVHD Position: Q2 2026 in Review

Dunhill Financial increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 1.8% in Q2 2026, buying an estimated $86 and bringing the position to 112 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Dunhill Financial first reported a position in LVHD in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Dunhill Financial held 112 shares of Franklin US Low Volatility High Dividend Index ETF worth $4.97K as of Q2 2026.
Dunhill Financial bought 2 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $86.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #681 holding.
Dunhill Financial first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2025 and has held it in 4 quarters since.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.