Kestra Advisory Services
LVHD icon

Kestra Advisory Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Kestra Advisory Services’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 		$1.45M Sell
32,883
-3,062
-9% -$132K ﹤0.01% 1566
2026
Q1 		$1.53M Buy
35,945
+5,806
+19% +$247K 0.01% 1466
2025
Q4 		$1.2M Buy
30,139
+792
+3% +$32.1K 0.01% 1526
2025
Q3 		$1.21M Sell
29,347
-3,032
-9% -$124K 0.01% 1462
2025
Q2 		$1.29M Sell
32,379
-286
-0.9% -$11.3K 0.01% 1330
2025
Q1 		$1.34M Buy
32,665
+32
+0.1% +$1.26K 0.01% 1207
2024
Q4 		$1.25M Sell
32,633
-4,035
-11% -$162K 0.01% 1263
2024
Q3 		$1.49M Sell
36,668
-1,033
-3% -$39.9K 0.01% 1112
2024
Q2 		$1.35M Buy
37,701
+1,026
+3% +$36.9K 0.01% 1157
2024
Q1 		$1.35M Sell
36,675
-7,909
-18% -$282K 0.01% 1058
2023
Q4 		$1.62M Buy
44,584
+22,526
+102% +$777K 0.01% 898
2023
Q3 		$747K Buy
22,058
+2,612
+13% +$94.8K 0.01% 1147
2023
Q2 		$713K Buy
19,446
+9,291
+91% +$341K 0.01% 1138
2023
Q1 		$379K Sell
10,155
-27,346
-73% -$1.03M ﹤0.01% 1433
2022
Q4 		$1.43M Buy
37,501
+15,285
+69% +$566K 0.01% 892
2022
Q3 		$759K Buy
+22,216
New +$844K 0.01% 1098

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
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kestra Advisory Services's LVHD Position: Q2 2026 in Review

Kestra Advisory Services reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 8.5% in Q2 2026, selling an estimated $132K and leaving 32,883 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Kestra Advisory Services first reported a position in LVHD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.62M in Q4 2023. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Kestra Advisory Services held 32,883 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.45M as of Q2 2026.
  • Kestra Advisory Services sold 3,062 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $132K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1566 holding.
  • Kestra Advisory Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2022 and has held it in 16 quarters since.
  • Kestra Advisory Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.62M in Q4 2023.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.