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

NVWM LLC’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 		$27.1K Sell
617
-13
-2% -$559 0.01% 259
2026
Q1 		$26.8K Sell
630
-56
-8% -$2.38K 0.01% 265
2025
Q4 		$27.4K Sell
686
-15,018
-96% -$608K 0.01% 267
2025
Q3 		$649K Buy
15,704
+652
+4% +$26.6K 0.15% 165
2025
Q2 		$600K Buy
+15,052
New +$595K 0.14% 170

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

NVWM LLC's LVHD Position: Q2 2026 in Review

NVWM LLC reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 2.1% in Q2 2026, selling an estimated $559 and leaving 617 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #259.

NVWM LLC first reported a position in LVHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $649K in Q3 2025. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • NVWM LLC held 617 shares of Franklin US Low Volatility High Dividend Index ETF worth $27.1K as of Q2 2026.
  • NVWM LLC sold 13 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $559.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.01% of NVWM LLC's portfolio in Q2 2026, its #259 holding.
  • NVWM LLC first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 5 quarters since.
  • NVWM LLC's Franklin US Low Volatility High Dividend Index ETF position peaked at $649K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.