Jones Financial Companies
LVHD icon

Jones Financial Companies’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Jones Financial Companies’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 		$4.19M Buy
98,909
+15,386
+18% +$655K ﹤0.01% 1140
2025
Q4 		$3.33M Buy
83,523
+14,870
+22% +$602K ﹤0.01% 780
2025
Q3 		$2.82M Buy
68,653
+19,316
+39% +$788K ﹤0.01% 756
2025
Q2 		$1.96M Buy
49,337
+26,393
+115% +$1.04M ﹤0.01% 759
2025
Q1 		$927K Buy
22,944
+14,079
+159% +$557K ﹤0.01% 894
2024
Q4 		$340K Buy
8,865
+3,381
+62% +$136K ﹤0.01% 1141
2024
Q3 		$222K Buy
+5,484
New +$212K ﹤0.01% 1096

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

Jones Financial Companies's LVHD Position: Q1 2026 in Review

Jones Financial Companies increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 18% in Q1 2026, buying an estimated $655K and bringing the position to 98,909 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Jones Financial Companies first reported a position in LVHD in Q3 2024 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • Jones Financial Companies held 98,909 shares of Franklin US Low Volatility High Dividend Index ETF worth $4.19M as of Q1 2026.
  • Jones Financial Companies bought 15,386 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $655K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1140 holding.
  • Jones Financial Companies first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2024 and has held it in 7 quarters since.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.