MML Investors Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

MML Investors Services’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	$390K	Sell	8,865 -68	-0.8%	-$2.92K	﹤0.01%	2638
2026 Q1	$380K	Sell	8,933 -1,293	-13%	-$55K	﹤0.01%	2397
2025 Q4	$408K	Sell	10,226 -106	-1%	-$4.29K	﹤0.01%	2401
2025 Q3	$427K	Buy	10,332 +67	+0.7%	+$2.73K	﹤0.01%	2277
2025 Q2	$409K	Buy	10,265 +596	+6%	+$23.6K	﹤0.01%	2223
2025 Q1	$396K	Sell	9,669 -3,664	-27%	-$145K	﹤0.01%	2143
2024 Q4	$511K	Sell	13,333 -4,621	-26%	-$185K	﹤0.01%	1906
2024 Q3	$731K	Sell	17,954 -7,687	-30%	-$297K	﹤0.01%	1631
2024 Q2	$919K	Sell	25,641 -724	-3%	-$26.1K	﹤0.01%	1446
2024 Q1	$971K	Sell	26,365 -9,247	-26%	-$330K	﹤0.01%	1443
2023 Q4	$1.29M	Buy	35,612 +2,931	+9%	+$101K	0.01%	1201
2023 Q3	$1.11M	Sell	32,681 -13,717	-30%	-$498K	0.01%	1170
2023 Q2	$1.7M	Buy	46,398 +8,105	+21%	+$298K	0.01%	976
2023 Q1	$1.43M	Buy	38,293 +4,140	+12%	+$156K	0.01%	911
2022 Q4	$1.3M	Buy	34,153 +13,418	+65%	+$497K	0.01%	1009
2022 Q3	$708K	Buy	20,735 +7,054	+52%	+$268K	0.01%	1243
2022 Q2	$515K	Buy	13,681 +805	+6%	+$31.3K	﹤0.01%	1394
2022 Q1	$511K	Buy	12,876 +812	+7%	+$31.7K	﹤0.01%	1433
2021 Q4	$483K	Buy	12,064 +1,256	+12%	+$47.5K	﹤0.01%	1433
2021 Q3	$389K	Buy	10,808 +1,379	+15%	+$51.3K	﹤0.01%	1493
2021 Q2	$344K	Buy	9,429 +3,555	+61%	+$130K	﹤0.01%	1531
2021 Q1	$205K	Buy	+5,874	New	+$195K	﹤0.01%	1719
2018 Q2	–	Sell	-35,189	Closed	-$1.04M	–	1395
2018 Q1	$1.04M	Sell	35,189 -8,633	-20%	-$264K	0.02%	532
2017 Q4	$1.38M	Buy	43,822 +674	+2%	+$20.9K	0.03%	444
2017 Q3	$1.31M	Sell	43,148 -22,987	-35%	-$693K	0.03%	434
2017 Q2	$1.98M	Buy	+66,135	New	+$1.98M	0.04%	324

Other funds holding LVHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $120M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

MML Investors Services's LVHD Position: Q2 2026 in Review

MML Investors Services reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.76% in Q2 2026, selling an estimated $2.92K and leaving 8,865 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

MML Investors Services first reported a position in LVHD in Q2 2017 and has held it in 26 quarters since. The position peaked at $1.98M in Q2 2017. 67 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

MML Investors Services held 8,865 shares of Franklin US Low Volatility High Dividend Index ETF worth $390K as of Q2 2026.
MML Investors Services sold 68 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $2.92K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2638 holding.
MML Investors Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2017 and has held it in 26 quarters since.
MML Investors Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.98M in Q2 2017.
67 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.