Northwestern Mutual Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Northwestern Mutual 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 Q1	$3M	Sell	70,535 -4,117	-6%	-$175K	﹤0.01%	972
2025 Q4	$2.98M	Sell	74,652 -21,721	-23%	-$880K	﹤0.01%	935
2025 Q3	$3.98M	Sell	96,373 -6,688	-6%	-$273K	﹤0.01%	805
2025 Q2	$4.11M	Buy	103,061 +23,496	+30%	+$929K	﹤0.01%	740
2025 Q1	$3.26M	Buy	79,565 +50,315	+172%	+$1.99M	﹤0.01%	779
2024 Q4	$1.12M	Sell	29,250 -14,791	-34%	-$593K	﹤0.01%	1042
2024 Q3	$1.79M	Sell	44,041 -22,694	-34%	-$877K	﹤0.01%	885
2024 Q2	$2.39M	Buy	66,735 +3,311	+5%	+$119K	﹤0.01%	760
2024 Q1	$2.34M	Buy	63,424 +6,898	+12%	+$246K	﹤0.01%	752
2023 Q4	$2.05M	Buy	56,526 +13,359	+31%	+$461K	﹤0.01%	756
2023 Q3	$1.46M	Buy	43,167 +12,393	+40%	+$450K	﹤0.01%	815
2023 Q2	$1.13M	Buy	30,774 +1,486	+5%	+$54.6K	﹤0.01%	896
2023 Q1	$1.09M	Sell	29,288 -2,636	-8%	-$99K	﹤0.01%	872
2022 Q4	$1.21M	Sell	31,924 -7,558	-19%	-$280K	﹤0.01%	809
2022 Q3	$1.35M	Buy	39,482 +405	+1%	+$15.4K	﹤0.01%	743
2022 Q2	$1.47M	Buy	39,077 +1,606	+4%	+$62.4K	﹤0.01%	709
2022 Q1	$1.49M	Buy	37,471 +349	+0.9%	+$13.6K	﹤0.01%	718
2021 Q4	$1.49M	Buy	37,122 +5,613	+18%	+$212K	﹤0.01%	691
2021 Q3	$1.13M	Buy	31,509 +3,358	+12%	+$125K	﹤0.01%	723
2021 Q2	$1.03M	Sell	28,151 -203	-0.7%	-$7.4K	﹤0.01%	756
2021 Q1	$991K	Sell	28,354 -465	-2%	-$15.5K	﹤0.01%	708
2020 Q4	$935K	Sell	28,819 -774	-3%	-$24.4K	﹤0.01%	660
2020 Q3	$877K	Buy	29,593 +579	+2%	+$17.1K	﹤0.01%	614
2020 Q2	$835K	Buy	29,014 +13,773	+90%	+$385K	﹤0.01%	585
2020 Q1	$393K	Sell	15,241 -66,450	-81%	-$2.1M	﹤0.01%	711
2019 Q4	$2.78M	Buy	81,691 +8,279	+11%	+$278K	0.01%	345
2019 Q3	$2.47M	Buy	73,412 +5,367	+8%	+$175K	0.01%	349
2019 Q2	$2.19M	Buy	68,045 +4,186	+7%	+$133K	0.01%	355
2019 Q1	$2.03M	Buy	63,859 +9,734	+18%	+$300K	0.01%	360
2018 Q4	$1.55M	Sell	54,125 -18,694	-26%	-$568K	0.01%	378
2018 Q3	$2.23M	Buy	72,819 +987	+1%	+$30.3K	0.01%	307
2018 Q2	$2.15M	Sell	71,832 -6,433	-8%	-$190K	0.01%	298
2018 Q1	$2.31M	Buy	78,265 +16,964	+28%	+$518K	0.01%	276
2017 Q4	$1.93M	Buy	61,301 +57,975	+1,743%	+$1.8M	0.01%	283
2017 Q3	$101K	Buy	+3,326	New	+$100K	﹤0.01%	882

Other funds holding LVHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

PAG

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

Northwestern Mutual Wealth Management's LVHD Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 5.5% in Q1 2026, selling an estimated $175K and leaving 70,535 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Northwestern Mutual Wealth Management first reported a position in LVHD in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.11M in Q2 2025. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

Northwestern Mutual Wealth Management held 70,535 shares of Franklin US Low Volatility High Dividend Index ETF worth $3M as of Q1 2026.
Northwestern Mutual Wealth Management sold 4,117 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $175K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #972 holding.
Northwestern Mutual Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2017 and has held it in 35 quarters since.
Northwestern Mutual Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $4.11M in Q2 2025.
116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.