IFWM
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Institute for Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Institute for Wealth Management’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 		$102K Buy
+2,312
New +$99.4K 0.01% 678

Other funds holding LVHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $120M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Institute for Wealth Management's LVHD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026: 2,312 shares worth $102K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings.

64 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Institute for Wealth Management held 2,312 shares of Franklin US Low Volatility High Dividend Index ETF worth $102K as of Q2 2026.
  • Franklin US Low Volatility High Dividend Index ETF was a new Institute for Wealth Management position in Q2 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #678 holding.
  • 64 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.