Key Financial Inc’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Key Financial Inc’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	-2,600	Closed	-$111K	–	1411
2026 Q1	$111K	Hold	2,600	–	–	0.02%	395
2025 Q4	$104K	Hold	2,600	–	–	0.02%	388
2025 Q3	$107K	Hold	2,600	–	–	0.02%	384
2025 Q2	$104K	Sell	2,600 -6,200	-70%	-$245K	0.02%	377
2025 Q1	$361K	Hold	8,800	–	–	0.08%	193
2024 Q4	$338K	Buy	+8,800	New	+$353K	0.08%	188

Other funds holding LVHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Key Financial Inc's LVHD Position: Q2 2026 in Review

Key Financial Inc sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026, closing a stake of 2,600 shares — an estimated $111K sold.

Key Financial Inc first reported a position in LVHD in Q4 2024 and held it in 6 quarters. The position peaked at $361K in Q1 2025. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Key Financial Inc reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 2,600 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $111K.
Key Financial Inc first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2024 and held it in 6 quarters.
Key Financial Inc's Franklin US Low Volatility High Dividend Index ETF position peaked at $361K in Q1 2025.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.