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Principal Securities’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2,541
Closed -$105K – 2620
2025
Q3 		$105K Sell
2,541
-21
-0.8% -$856 ﹤0.01% 1577
2025
Q2 		$102K Buy
2,562
+29
+1% +$1.15K ﹤0.01% 1537
2025
Q1 		$97.2K Hold
2,533
– – ﹤0.01% 1455
2024
Q4 		$97.2K Sell
2,533
-10
-0.4% -$401 ﹤0.01% 1453
2024
Q3 		$104K Sell
2,543
-28
-1% -$1.08K ﹤0.01% 1379
2024
Q2 		$92.1K Sell
2,571
-2
-0.1% -$72 ﹤0.01% 1366
2024
Q1 		$94.8K Sell
2,573
-202
-7% -$7.21K ﹤0.01% 1298
2023
Q4 		$101K Buy
+2,775
New +$95.7K ﹤0.01% 1187

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Securities's LVHD Position: Q4 2025 in Review

Principal Securities sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2025, closing a stake of 2,541 shares — an estimated $105K sold.

Principal Securities first reported a position in LVHD in Q4 2023 and held it in 8 quarters. The position peaked at $105K in Q3 2025. 107 funds tracked by Wall St. Rank hold LVHD as of Q4 2025.

  • Principal Securities reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,541 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2025, an estimated $105K.
  • Principal Securities first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Franklin US Low Volatility High Dividend Index ETF position peaked at $105K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.