EverSource Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

EverSource Wealth Advisors’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	$7.26K	Hold	165	–	–	﹤0.01%	3090
2026 Q1	$7.02K	Hold	165	–	–	﹤0.01%	3102
2025 Q4	$6.58K	Hold	165	–	–	﹤0.01%	2997
2025 Q3	$6.82K	Hold	165	–	–	﹤0.01%	3007
2025 Q2	$6.58K	Hold	165	–	–	﹤0.01%	3040
2025 Q1	$6.76K	Hold	165	–	–	﹤0.01%	2345
2024 Q4	$6.33K	Hold	165	–	–	﹤0.01%	2241
2024 Q3	$6.72K	Hold	165	–	–	﹤0.01%	2090
2024 Q2	$6.35K	Hold	165	–	–	﹤0.01%	2120
2024 Q1	$5.92K	Hold	165	–	–	﹤0.01%	1966
2023 Q4	$6K	Hold	165	–	–	﹤0.01%	1785
2023 Q3	$5.59K	Sell	165 -750	-82%	-$27.2K	﹤0.01%	1667
2023 Q2	$33.6K	Sell	915 -950	-51%	-$34.9K	﹤0.01%	982
2023 Q1	$69.5K	Hold	1,865	–	–	0.01%	670
2022 Q4	$70.9K	Buy	+1,865	New	+$69K	0.01%	624

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 17.27% 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

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

EverSource Wealth Advisors's LVHD Position: Q2 2026 in Review

EverSource Wealth Advisors held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q2 2026 at 165 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3090.

EverSource Wealth Advisors first reported a position in LVHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $70.9K in Q4 2022. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

EverSource Wealth Advisors held 165 shares of Franklin US Low Volatility High Dividend Index ETF worth $7.26K as of Q2 2026.
EverSource Wealth Advisors left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q2 2026.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3090 holding.
EverSource Wealth Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $70.9K in Q4 2022.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.