Sequent Planning’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Sequent Planning’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	$7.75M	Buy	176,109 +6,079	+4%	+$261K	1.66%	10
2026 Q1	$7.24M	Buy	170,030 +7,308	+4%	+$311K	1.75%	11
2025 Q4	$6.49M	Buy	162,722 +8,599	+6%	+$348K	1.65%	11
2025 Q3	$6.37M	Buy	+154,123	New	+$6.28M	1.81%	11

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sequent Planning's LVHD Position: Q2 2026 in Review

Sequent Planning increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 3.6% in Q2 2026, buying an estimated $261K and bringing the position to 176,109 shares worth $7.75M. The position accounts for 1.66% of the portfolio, ranked #10.

Sequent Planning first reported a position in LVHD in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Sequent Planning held 176,109 shares of Franklin US Low Volatility High Dividend Index ETF worth $7.75M as of Q2 2026.
Sequent Planning bought 6,079 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $261K.
Franklin US Low Volatility High Dividend Index ETF made up 1.66% of Sequent Planning's portfolio in Q2 2026, its #10 holding.
Sequent Planning first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2025 and has held it in 4 quarters since.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.