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SFG Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

SFG Wealth Management’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
Q2 		– Sell
-15,995
Closed -$655K – 107
2025
Q1 		$655K Buy
+15,995
New +$632K 0.32% 62

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 $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFG Wealth Management's LVHD Position: Q2 2025 in Review

SFG Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2025, closing a stake of 15,995 shares — an estimated $655K sold.

SFG Wealth Management first reported a position in LVHD in Q1 2025 and held it in 1 quarter. The position peaked at $655K in Q1 2025. 99 funds tracked by Wall St. Rank hold LVHD as of Q2 2025.

  • SFG Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2025 after selling out during the quarter.
  • SFG Wealth Management sold 15,995 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2025, an estimated $655K.
  • SFG Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2025 and held it in 1 quarter.
  • SFG Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $655K in Q1 2025.
  • 99 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2025.

Based on SFG Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.