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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
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 $1.66T 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 $79.5B AUM 27.1% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Independent Advisor Alliance's LVHD Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2026: 28,948 shares worth $1.23M. The stake represents 0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in LVHD as recently as Q4 2024.

Independent Advisor Alliance first reported a position in LVHD in Q4 2024 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • Independent Advisor Alliance held 28,948 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.23M as of Q1 2026.
  • Franklin US Low Volatility High Dividend Index ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #726 holding.
  • Independent Advisor Alliance first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.