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Independent Advisor Alliance’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Independent Advisor Alliance’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 		– Sell
-28,948
Closed -$1.23M – 1419
2026
Q1 		$1.23M Buy
+28,948
New +$1.23M 0.01% 726
2025
Q1 		– Sell
-29,282
Closed -$1.12M – 1146
2024
Q4 		$1.12M Buy
+29,282
New +$1.17M 0.01% 699

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
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

Independent Advisor Alliance's LVHD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026, closing a stake of 28,948 shares — an estimated $1.23M sold.

Independent Advisor Alliance first reported a position in LVHD in Q4 2024 and held it in 2 quarters. The position peaked at $1.23M in Q1 2026. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 28,948 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $1.23M.
  • Independent Advisor Alliance first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.23M in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.