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John Overdeck’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

John Overdeck’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
-43,600
Closed -$1.86M – 5280
2026
Q1 		$1.86M Buy
+43,600
New +$1.86M ﹤0.01% 2809
2023
Q4 		– Sell
-38,700
Closed -$1.31M – 3275
2023
Q3 		$1.31M Buy
+38,700
New +$1.4M ﹤0.01% 1777

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

John Overdeck's LVHD Position: Q2 2026 in Review

John Overdeck sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026, closing a stake of 43,600 shares — an estimated $1.86M sold.

John Overdeck first reported a position in LVHD in Q3 2023 and held it in 2 quarters. The position peaked at $1.86M in Q1 2026. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • John Overdeck reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 43,600 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $1.86M.
  • John Overdeck first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2023 and held it in 2 quarters.
  • John Overdeck's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.86M 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 Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.