Investors Research Corp’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Investors Research Corp’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	$232K	Buy	5,271 +196	+4%	+$8.42K	0.04%	254
2026 Q1	$216K	Buy	5,075 +131	+3%	+$5.58K	0.04%	257
2025 Q4	$197K	Buy	4,944 +59	+1%	+$2.39K	0.04%	296
2025 Q3	$202K	Buy	4,885 +173	+4%	+$7.05K	0.04%	297
2025 Q2	$188K	Buy	4,712 +198	+4%	+$7.83K	0.04%	305
2025 Q1	$185K	Buy	4,514 +16	+0.4%	+$633	0.04%	301
2024 Q4	$173K	Buy	4,498 +70	+2%	+$2.81K	0.04%	317
2024 Q3	$180K	Buy	4,428 +190	+4%	+$7.34K	0.04%	319
2024 Q2	$152K	Sell	4,238 -1,829	-30%	-$65.9K	0.04%	344
2024 Q1	$224K	Buy	6,067 +329	+6%	+$11.7K	0.05%	301
2023 Q4	$209K	Sell	5,738 -396	-6%	-$13.7K	0.05%	323
2023 Q3	$208K	Buy	6,134 +417	+7%	+$15.1K	0.05%	318
2023 Q2	$210K	Buy	5,717 +323	+6%	+$11.9K	0.05%	319
2023 Q1	$201K	Buy	5,394 +542	+11%	+$20.4K	0.05%	322
2022 Q4	$185K	Buy	4,852 +454	+10%	+$16.8K	0.05%	332
2022 Q3	$150K	Buy	4,398 +626	+17%	+$23.8K	0.05%	336
2022 Q2	$142K	Buy	3,772 +390	+12%	+$15.2K	0.04%	354
2022 Q1	$134K	Buy	3,382 +640	+23%	+$24.9K	0.04%	368
2021 Q4	$110K	Buy	2,742 +640	+30%	+$24.2K	0.03%	386
2021 Q3	$76K	Buy	2,102 +95	+5%	+$3.54K	0.03%	454
2021 Q2	$73K	Buy	2,007 +510	+34%	+$18.6K	0.03%	456
2021 Q1	$52K	Hold	1,497	–	–	0.02%	503
2020 Q4	$49K	Buy	1,497 +230	+18%	+$7.24K	0.02%	548
2020 Q3	$38K	Hold	1,267	–	–	0.02%	560
2020 Q2	$36K	Buy	1,267 +539	+74%	+$15.1K	0.02%	561
2020 Q1	$19K	Buy	+728	New	+$23K	0.01%	621

Other funds holding LVHD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Investors Research Corp's LVHD Position: Q2 2026 in Review

Investors Research Corp increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 3.9% in Q2 2026, buying an estimated $8.42K and bringing the position to 5,271 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #254.

Investors Research Corp first reported a position in LVHD in Q1 2020 and has held it in 26 quarters since. 12 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Investors Research Corp held 5,271 shares of Franklin US Low Volatility High Dividend Index ETF worth $232K as of Q2 2026.
Investors Research Corp bought 196 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $8.42K.
Franklin US Low Volatility High Dividend Index ETF made up 0.04% of Investors Research Corp's portfolio in Q2 2026, its #254 holding.
Investors Research Corp first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2020 and has held it in 26 quarters since.
12 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.