LWM
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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
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
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 $71.6B AUM 21.08% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LongView Wealth Management's LVHD Position: Q1 2026 in Review

LongView Wealth Management increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 9.2% in Q1 2026, buying an estimated $34.6K and bringing the position to 9,603 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #153.

LongView Wealth Management first reported a position in LVHD in Q2 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • LongView Wealth Management held 9,603 shares of Franklin US Low Volatility High Dividend Index ETF worth $412K as of Q1 2026.
  • LongView Wealth Management bought 812 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $34.6K.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.1% of LongView Wealth Management's portfolio in Q1 2026, its #153 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 4 quarters since.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on LongView Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.