Prospera Financial Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Prospera Financial Services’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	$816K	Buy	18,552 +2,112	+13%	+$90.8K	0.01%	854
2026 Q1	$700K	Buy	16,440 +2,181	+15%	+$92.8K	0.01%	870
2025 Q4	$569K	Sell	14,259 -180	-1%	-$7.29K	0.01%	879
2025 Q3	$597K	Buy	14,439 +4,250	+42%	+$173K	0.01%	873
2025 Q2	$406K	Buy	+10,189	New	+$403K	0.01%	986
2023 Q1	–	Sell	-5,387	Closed	-$205K	–	984
2022 Q4	$205K	Buy	+5,387	New	+$199K	0.01%	835
2022 Q3	–	Sell	-3,756	Closed	-$142K	–	1282
2022 Q2	$142K	Sell	3,756 -2,017	-35%	-$78.4K	0.01%	814
2022 Q1	$229K	Buy	5,773 +22	+0.4%	+$858	0.01%	841
2021 Q4	$231K	Buy	+5,751	New	+$218K	0.01%	791
2020 Q4	–	Sell	-1,325	Closed	-$39K	–	1185
2020 Q3	$39K	Buy	+1,325	New	+$39.2K	0.01%	697

Other funds holding LVHD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return