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

&Partners’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	$309K	Sell	7,017 -49	-0.7%	-$2.11K	﹤0.01%	2119
2026 Q1	$301K	Sell	7,066 -1,203	-15%	-$51.2K	﹤0.01%	1995
2025 Q4	$330K	Buy	8,269 +2,732	+49%	+$111K	﹤0.01%	1860
2025 Q3	$229K	Buy	+5,537	New	+$226K	﹤0.01%	1898

Other funds holding LVHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

&Partners's LVHD Position: Q2 2026 in Review

&Partners reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.69% in Q2 2026, selling an estimated $2.11K and leaving 7,017 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

&Partners first reported a position in LVHD in Q3 2025 and has held it in 4 quarters since. The position peaked at $330K in Q4 2025. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

&Partners held 7,017 shares of Franklin US Low Volatility High Dividend Index ETF worth $309K as of Q2 2026.
&Partners sold 49 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $2.11K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2119 holding.
&Partners first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2025 and has held it in 4 quarters since.
&Partners's Franklin US Low Volatility High Dividend Index ETF position peaked at $330K in Q4 2025.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.