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
2026 Q2	$308	Buy	+7	New	+$301	﹤0.01%	4342
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 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

Global Retirement Partners's LVHD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026: 7 shares worth $308. The stake represents ﹤0.01% of the portfolio and ranks #4342 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LVHD as recently as Q4 2025.

Global Retirement Partners first reported a position in LVHD in Q2 2024 and has held it in 7 quarters since. The position peaked at $125K in Q3 2025. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Global Retirement Partners held 7 shares of Franklin US Low Volatility High Dividend Index ETF worth $308 as of Q2 2026.
Franklin US Low Volatility High Dividend Index ETF was a new Global Retirement Partners position in Q2 2026.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4342 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 7 quarters since.
Global Retirement Partners's Franklin US Low Volatility High Dividend Index ETF position peaked at $125K in Q3 2025.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.