JSL
LVHD icon

JT Stratford LLC’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

JT Stratford LLC’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 		$2.18M Buy
49,511
+776
+2% +$33.4K 0.24% 94
2026
Q1 		$2.07M Sell
48,735
-408
-0.8% -$17.4K 0.26% 91
2025
Q4 		$1.96M Sell
49,143
-1,481
-3% -$60K 0.25% 88
2025
Q3 		$2.09M Buy
50,624
+2,453
+5% +$100K 0.28% 79
2025
Q2 		$1.92M Buy
48,171
+2,869
+6% +$113K 0.29% 74
2025
Q1 		$1.86M Buy
45,302
+1,011
+2% +$40K 0.33% 71
2024
Q4 		$1.7M Buy
44,291
+2,258
+5% +$90.6K 0.28% 85
2024
Q3 		$1.71M Buy
42,033
+2,621
+7% +$101K 0.29% 79
2024
Q2 		$1.41M Buy
39,412
+1,442
+4% +$51.9K 0.26% 87
2024
Q1 		$1.4M Buy
37,970
+3,445
+10% +$123K 0.28% 98
2023
Q4 		$1.25M Sell
34,525
-1,660
-5% -$57.3K 0.29% 90
2023
Q3 		$1.23M Buy
36,185
+1,238
+4% +$44.9K 0.32% 84
2023
Q2 		$1.28M Buy
34,947
+2,000
+6% +$73.4K 0.35% 82
2023
Q1 		$1.23M Buy
32,947
+9,018
+38% +$339K 0.35% 77
2022
Q4 		$910K Buy
+23,929
New +$886K 0.29% 92

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

JT Stratford LLC's LVHD Position: Q2 2026 in Review

JT Stratford LLC increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 1.6% in Q2 2026, buying an estimated $33.4K and bringing the position to 49,511 shares worth $2.18M. The position accounts for 0.24% of the portfolio, ranked #94.

JT Stratford LLC first reported a position in LVHD in Q4 2022 and has held it in 15 quarters since. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • JT Stratford LLC held 49,511 shares of Franklin US Low Volatility High Dividend Index ETF worth $2.18M as of Q2 2026.
  • JT Stratford LLC bought 776 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $33.4K.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.24% of JT Stratford LLC's portfolio in Q2 2026, its #94 holding.
  • JT Stratford LLC first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.