Mariner
LVHD icon

Mariner’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Mariner’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 		$616K Sell
14,484
-2,872
-17% -$122K ﹤0.01% 2331
2025
Q4 		$692K Buy
17,356
+964
+6% +$39K ﹤0.01% 2223
2025
Q3 		$678K Sell
16,392
-802
-5% -$32.7K ﹤0.01% 2193
2025
Q2 		$685K Buy
17,194
+717
+4% +$28.3K ﹤0.01% 2080
2025
Q1 		$675K Buy
16,477
+45
+0.3% +$1.78K ﹤0.01% 1958
2024
Q4 		$630K Buy
16,432
+62
+0.4% +$2.49K ﹤0.01% 1996
2024
Q3 		$667K Sell
16,370
-1,016
-6% -$39.2K ﹤0.01% 1912
2024
Q2 		$623K Sell
17,386
-648
-4% -$23.3K ﹤0.01% 1884
2024
Q1 		$664K Sell
18,034
-1,768
-9% -$63.1K ﹤0.01% 1819
2023
Q4 		$720K Buy
19,802
+6,945
+54% +$240K ﹤0.01% 1681
2023
Q3 		$436K Sell
12,857
-8,791
-41% -$319K ﹤0.01% 1871
2023
Q2 		$794K Buy
+21,648
New +$795K ﹤0.01% 1443

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