MAI Capital Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

MAI Capital 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	–	Sell	-300	Closed	-$12.8K	–	3587
2026 Q1	$12.8K	Hold	300	–	–	﹤0.01%	3032
2025 Q4	$12K	Hold	300	–	–	﹤0.01%	2774
2025 Q3	$12.4K	Hold	300	–	–	﹤0.01%	2652
2025 Q2	$12K	Hold	300	–	–	﹤0.01%	2630
2025 Q1	$12.3K	Hold	300	–	–	﹤0.01%	2407
2024 Q4	$11.5K	Buy	+300	New	+$12K	﹤0.01%	2459

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

MAI Capital Management's LVHD Position: Q2 2026 in Review

MAI Capital Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026, closing a stake of 300 shares — an estimated $12.8K sold.

MAI Capital Management first reported a position in LVHD in Q4 2024 and held it in 6 quarters. The position peaked at $12.8K in Q1 2026. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

MAI Capital Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 300 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $12.8K.
MAI Capital Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $12.8K in Q1 2026.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.