Perspective Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Perspective Wealth Advisors’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	$3.18M	Buy	72,158 +3,606	+5%	+$155K	1.75%	14
2026 Q1	$2.92M	Buy	68,552 +6,678	+11%	+$284K	1.89%	15
2025 Q4	$2.47M	Buy	+61,874	New	+$2.51M	1.76%	17

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

Perspective Wealth Advisors's LVHD Position: Q2 2026 in Review

Perspective Wealth Advisors increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 5.3% in Q2 2026, buying an estimated $155K and bringing the position to 72,158 shares worth $3.18M. The position accounts for 1.75% of the portfolio, ranked #14.

Perspective Wealth Advisors first reported a position in LVHD in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Perspective Wealth Advisors held 72,158 shares of Franklin US Low Volatility High Dividend Index ETF worth $3.18M as of Q2 2026.
Perspective Wealth Advisors bought 3,606 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $155K.
Franklin US Low Volatility High Dividend Index ETF made up 1.75% of Perspective Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Perspective Wealth Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.