Steward Partners Investment Advisory’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Steward Partners Investment Advisory’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 Q1	$53.2K	Hold	1,250	–	–	﹤0.01%	2745
2025 Q4	$49.9K	Hold	1,250	–	–	﹤0.01%	2670
2025 Q3	$51.7K	Hold	1,250	–	–	﹤0.01%	2593
2025 Q2	$49.8K	Hold	1,250	–	–	﹤0.01%	2483
2025 Q1	$51.2K	Sell	1,250 -600	-32%	-$23.7K	﹤0.01%	2376
2024 Q4	$71K	Sell	1,850 -900	-33%	-$36.1K	﹤0.01%	2155
2024 Q3	$112K	Sell	2,750 -200	-7%	-$7.73K	﹤0.01%	1821
2024 Q2	$106K	Sell	2,950 -200	-6%	-$7.2K	﹤0.01%	1750
2024 Q1	$116K	Sell	3,150 -300	-9%	-$10.7K	﹤0.01%	1691
2023 Q4	$125K	Buy	3,450 +100	+3%	+$3.45K	﹤0.01%	1580
2023 Q3	$113K	Sell	3,350 -1,970	-37%	-$71.5K	﹤0.01%	1521
2023 Q2	$195K	Buy	5,320 +1,470	+38%	+$54K	﹤0.01%	1301
2023 Q1	$144K	Buy	3,850 +100	+3%	+$3.76K	﹤0.01%	1428
2022 Q4	$143K	Hold	3,750	–	–	﹤0.01%	1395
2022 Q3	$128K	Hold	3,750	–	–	﹤0.01%	1396
2022 Q2	$141K	Hold	3,750	–	–	﹤0.01%	1347
2022 Q1	$149K	Hold	3,750	–	–	﹤0.01%	1419
2021 Q4	$150K	Sell	3,750 -150	-4%	-$5.68K	﹤0.01%	1428
2021 Q3	$140K	Hold	3,900	–	–	﹤0.01%	1422
2021 Q2	$142K	Sell	3,900 -1,709	-30%	-$62.3K	﹤0.01%	1825
2021 Q1	$196K	Sell	5,609 -1,191	-18%	-$39.6K	﹤0.01%	1313
2020 Q4	$221K	Sell	6,800 -200	-3%	-$6.29K	﹤0.01%	1031
2020 Q3	$207K	Sell	7,000 -500	-7%	-$14.8K	0.01%	924
2020 Q2	$216K	Hold	7,500	–	–	0.01%	854
2020 Q1	$193K	Buy	7,500 +400	+6%	+$12.6K	0.01%	806
2019 Q4	$241K	Buy	7,100 +1,200	+20%	+$40.3K	0.01%	827
2019 Q3	$198K	Buy	+5,900	New	+$192K	0.01%	853

Other funds holding LVHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

PAG

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

Steward Partners Investment Advisory's LVHD Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q1 2026 at 1,250 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

Steward Partners Investment Advisory first reported a position in LVHD in Q3 2019 and has held it in 27 quarters since. The position peaked at $241K in Q4 2019. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

Steward Partners Investment Advisory held 1,250 shares of Franklin US Low Volatility High Dividend Index ETF worth $53.2K as of Q1 2026.
Steward Partners Investment Advisory left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q1 2026.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2745 holding.
Steward Partners Investment Advisory first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2019 and has held it in 27 quarters since.
Steward Partners Investment Advisory's Franklin US Low Volatility High Dividend Index ETF position peaked at $241K in Q4 2019.
116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.