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

NBC Securities’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 		$44K Hold
1,000
– – ﹤0.01% 1332
2026
Q1 		$42.6K Hold
1,000
– – ﹤0.01% 1385
2025
Q4 		$39.9K Hold
1,000
– – ﹤0.01% 1449
2025
Q3 		$41.3K Buy
+1,000
New +$40.8K ﹤0.01% 1407

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
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

NBC Securities's LVHD Position: Q2 2026 in Review

NBC Securities held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q2 2026 at 1,000 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

NBC Securities first reported a position in LVHD in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • NBC Securities held 1,000 shares of Franklin US Low Volatility High Dividend Index ETF worth $44K as of Q2 2026.
  • NBC Securities left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q2 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1332 holding.
  • NBC Securities first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.