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Signature Estate & Investment Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Signature Estate & Investment Advisors’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 		$948K Buy
21,546
+130
+0.6% +$5.59K 0.02% 278
2026
Q1 		$911K Buy
+21,416
New +$911K 0.02% 283

Other funds holding LVHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $120M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Signature Estate & Investment Advisors's LVHD Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.61% in Q2 2026, buying an estimated $5.59K and bringing the position to 21,546 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #278.

Signature Estate & Investment Advisors first reported a position in LVHD in Q1 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Signature Estate & Investment Advisors held 21,546 shares of Franklin US Low Volatility High Dividend Index ETF worth $948K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 130 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $5.59K.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #278 holding.
  • Signature Estate & Investment Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.