LongView Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

LongView Wealth Management’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	$425K	Buy	9,662 +59	+0.6%	+$2.54K	0.11%	140
2026 Q1	$412K	Buy	9,603 +812	+9%	+$34.6K	0.1%	153
2025 Q4	$356K	Buy	8,791 +821	+10%	+$33.2K	0.09%	170
2025 Q3	$329K	Buy	7,970 +2,769	+53%	+$113K	0.09%	160
2025 Q2	$207K	Buy	+5,201	New	+$206K	0.06%	210

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

LongView Wealth Management's LVHD Position: Q2 2026 in Review

LongView Wealth Management increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.61% in Q2 2026, buying an estimated $2.54K and bringing the position to 9,662 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #140.

LongView Wealth Management first reported a position in LVHD in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

LongView Wealth Management held 9,662 shares of Franklin US Low Volatility High Dividend Index ETF worth $425K as of Q2 2026.
LongView Wealth Management bought 59 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $2.54K.
Franklin US Low Volatility High Dividend Index ETF made up 0.11% of LongView Wealth Management's portfolio in Q2 2026, its #140 holding.
LongView Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.