GRP
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Global Retirement Partners’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Global Retirement Partners’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
2025
Q4 		$2.39K Sell
60
-2,959
-98% -$120K ﹤0.01% 3670
2025
Q3 		$125K Buy
3,019
+7
+0.2% +$285 ﹤0.01% 1419
2025
Q2 		$120K Buy
+3,012
New +$119K ﹤0.01% 1341
2024
Q4 		$116K Hold
3,012
– – ﹤0.01% 1200
2024
Q3 		$123K Hold
3,012
– – ﹤0.01% 1139
2024
Q2 		$108K Buy
+3,012
New +$108K ﹤0.01% 1155

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's LVHD Position: Q4 2025 in Review

Global Retirement Partners reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 98% in Q4 2025, selling an estimated $120K and leaving 60 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3670.

Global Retirement Partners first reported a position in LVHD in Q2 2024 and has held it in 6 quarters since. The position peaked at $125K in Q3 2025. 107 funds tracked by Wall St. Rank hold LVHD as of Q4 2025.

  • Global Retirement Partners held 60 shares of Franklin US Low Volatility High Dividend Index ETF worth $2.39K as of Q4 2025.
  • Global Retirement Partners sold 2,959 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2025, an estimated $120K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3670 holding.
  • Global Retirement Partners first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's Franklin US Low Volatility High Dividend Index ETF position peaked at $125K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.