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Pinnacle Financial Partners (Georgia)’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$397K Hold
9,338
– – ﹤0.01% 868
2025
Q4 		$372K Buy
+9,338
New +$378K ﹤0.01% 867

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s LVHD Position: Q1 2026 in Review

Pinnacle Financial Partners (Georgia) held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q1 2026 at 9,338 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Pinnacle Financial Partners (Georgia) first reported a position in LVHD in Q4 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • Pinnacle Financial Partners (Georgia) held 9,338 shares of Franklin US Low Volatility High Dividend Index ETF worth $397K as of Q1 2026.
  • Pinnacle Financial Partners (Georgia) left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q1 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q1 2026, its #868 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q1 2026, filed 14 May 2026.