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

Simplicity Wealth’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	$1.41M	Buy	+31,982	New	+$1.37M	0.05%	341

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

PAG

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

Simplicity Wealth's LVHD Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026: 31,982 shares worth $1.41M. The stake represents 0.05% of the portfolio and ranks #341 among its holdings.

122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Simplicity Wealth held 31,982 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.41M as of Q2 2026.
Franklin US Low Volatility High Dividend Index ETF was a new Simplicity Wealth position in Q2 2026.
Franklin US Low Volatility High Dividend Index ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #341 holding.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.