HI
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Harbour Investments’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Harbour Investments’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
Q1 		$157K Buy
3,687
+217
+6% +$9.23K ﹤0.01% 1662
2025
Q4 		$138K Buy
3,470
+12
+0.3% +$486 ﹤0.01% 1465
2025
Q3 		$143K Sell
3,458
-258
-7% -$10.5K ﹤0.01% 1398
2025
Q2 		$148K Sell
3,716
-14,501
-80% -$573K ﹤0.01% 1320
2025
Q1 		$746K Buy
18,217
+753
+4% +$29.8K 0.02% 584
2024
Q4 		$670K Buy
17,464
+8,021
+85% +$322K 0.02% 606
2024
Q3 		$384K Buy
9,443
+547
+6% +$21.1K 0.01% 759
2024
Q2 		$319K Buy
8,896
+2,484
+39% +$89.4K 0.01% 773
2024
Q1 		$236K Buy
6,412
+481
+8% +$17.2K 0.01% 856
2023
Q4 		$216K Buy
5,931
+1,543
+35% +$53.2K 0.01% 834
2023
Q3 		$149K Buy
4,388
+1,957
+81% +$71K 0.01% 889
2023
Q2 		$89.2K Buy
2,431
+2,055
+547% +$75.4K ﹤0.01% 1108
2023
Q1 		$14K Buy
376
+351
+1,404% +$13.2K ﹤0.01% 1881
2022
Q4 		$951 Buy
+25
New +$925 ﹤0.01% 2694
2021
Q3 		– Sell
-4,300
Closed -$157K – 3876
2021
Q2 		$157K Hold
4,300
– – 0.01% 1165
2021
Q1 		$150K Buy
+4,300
New +$143K 0.01% 1105

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
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Harbour Investments's LVHD Position: Q1 2026 in Review

Harbour Investments increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 6.3% in Q1 2026, buying an estimated $9.23K and bringing the position to 3,687 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Harbour Investments first reported a position in LVHD in Q1 2021 and has held it in 16 quarters since. The position peaked at $746K in Q1 2025. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • Harbour Investments held 3,687 shares of Franklin US Low Volatility High Dividend Index ETF worth $157K as of Q1 2026.
  • Harbour Investments bought 217 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $9.23K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1662 holding.
  • Harbour Investments first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2021 and has held it in 16 quarters since.
  • Harbour Investments's Franklin US Low Volatility High Dividend Index ETF position peaked at $746K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.