Evermay Wealth Management
LVHD icon

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

Evermay 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
Q3 		$10.5K Hold
253
– – ﹤0.01% 490
2026
Q2 		$11.1K Hold
253
– – ﹤0.01% 499
2026
Q1 		$10.8K Buy
+253
New +$10.8K ﹤0.01% 458

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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
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
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Evermay Wealth Management's LVHD Position: Q3 2026 in Review

Evermay Wealth Management held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q3 2026 at 253 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Evermay Wealth Management first reported a position in LVHD in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.1K in Q2 2026. 60 funds tracked by Wall St. Rank hold LVHD as of Q3 2026.

  • Evermay Wealth Management held 253 shares of Franklin US Low Volatility High Dividend Index ETF worth $10.5K as of Q3 2026.
  • Evermay Wealth Management left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q3 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #490 holding.
  • Evermay Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2026 and has held it in 3 quarters since.
  • Evermay Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $11.1K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.