Intrepid Financial Planning Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Intrepid Financial Planning Group’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	$258K	Hold	6,054	–	–	0.1%	107
2025 Q4	$241K	Hold	6,054	–	–	0.09%	108
2025 Q3	$250K	Sell	6,054 -261	-4%	-$10.6K	0.1%	105
2025 Q2	$252K	Sell	6,315 -50	-0.8%	-$1.98K	0.11%	104
2025 Q1	$261K	Sell	6,365 -507	-7%	-$20K	0.12%	99
2024 Q4	$264K	Sell	6,872 -70	-1%	-$2.81K	0.11%	101
2024 Q3	$283K	Sell	6,942 -280	-4%	-$10.8K	0.12%	99
2024 Q2	$259K	Sell	7,222 -85	-1%	-$3.06K	0.11%	103
2024 Q1	$269K	Hold	7,307	–	–	0.12%	104
2023 Q4	$266K	Hold	7,307	–	–	0.13%	99
2023 Q3	$248K	Hold	7,307	–	–	0.13%	99
2023 Q2	$268K	Sell	7,307 -195	-3%	-$7.16K	0.13%	94
2023 Q1	$280K	Buy	+7,502	New	+$282K	0.14%	90

Other funds holding LVHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Intrepid Financial Planning Group's LVHD Position: Q1 2026 in Review

Intrepid Financial Planning Group held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q1 2026 at 6,054 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #107.

Intrepid Financial Planning Group first reported a position in LVHD in Q1 2023 and has held it in 13 quarters since. The position peaked at $283K in Q3 2024. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

Intrepid Financial Planning Group held 6,054 shares of Franklin US Low Volatility High Dividend Index ETF worth $258K as of Q1 2026.
Intrepid Financial Planning Group left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q1 2026.
Franklin US Low Volatility High Dividend Index ETF made up 0.1% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #107 holding.
Intrepid Financial Planning Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2023 and has held it in 13 quarters since.
Intrepid Financial Planning Group's Franklin US Low Volatility High Dividend Index ETF position peaked at $283K in Q3 2024.
116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.