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 Q3	$385K	Sell	9,305 -357	-4%	-$15.8K	0.09%	150
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

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LongView Wealth Management's LVHD Position: Q3 2026 in Review

LongView Wealth Management reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 3.7% in Q3 2026, selling an estimated $15.8K and leaving 9,305 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #150.

LongView Wealth Management first reported a position in LVHD in Q2 2025 and has held it in 6 quarters since. The position peaked at $425K in Q2 2026. 30 funds tracked by Wall St. Rank hold LVHD as of Q3 2026.

LongView Wealth Management held 9,305 shares of Franklin US Low Volatility High Dividend Index ETF worth $385K as of Q3 2026.
LongView Wealth Management sold 357 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2026, an estimated $15.8K.
Franklin US Low Volatility High Dividend Index ETF made up 0.09% of LongView Wealth Management's portfolio in Q3 2026, its #150 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 6 quarters since.
LongView Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $425K in Q2 2026.
30 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.