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

Stratos Wealth Partners’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	$217K	Sell	5,104 -1,427	-22%	-$60.7K	﹤0.01%	1497
2025 Q4	$260K	Hold	6,531	–	–	﹤0.01%	1364
2025 Q3	$270K	Hold	6,531	–	–	﹤0.01%	1301
2025 Q2	$260K	Sell	6,531 -30	-0.5%	-$1.19K	﹤0.01%	1198
2025 Q1	$269K	Hold	6,561	–	–	﹤0.01%	1139
2024 Q4	$252K	Buy	6,561 +481	+8%	+$19.3K	﹤0.01%	1237
2024 Q3	$248K	Hold	6,080	–	–	﹤0.01%	1238
2024 Q2	$218K	Hold	6,080	–	–	﹤0.01%	1237
2024 Q1	$224K	Sell	6,080 -77	-1%	-$2.75K	﹤0.01%	1237
2023 Q4	$224K	Buy	+6,157	New	+$212K	﹤0.01%	1219
2023 Q3	–	Sell	-5,951	Closed	-$218K	–	1310
2023 Q2	$218K	Sell	5,951 -1,515	-20%	-$55.6K	﹤0.01%	1072
2023 Q1	$278K	Buy	7,466 +470	+7%	+$17.7K	0.01%	901
2022 Q4	$266K	Buy	6,996 +150	+2%	+$5.55K	0.01%	935
2022 Q3	$234K	Buy	+6,846	New	+$260K	0.01%	964
2022 Q2	–	Sell	-5,730	Closed	-$227K	–	1255
2022 Q1	$227K	Sell	5,730 -500	-8%	-$19.5K	0.01%	1117
2021 Q4	$249K	Hold	6,230	–	–	0.01%	1082
2021 Q3	$224K	Hold	6,230	–	–	0.01%	1053
2021 Q2	$227K	Hold	6,230	–	–	0.01%	1068
2021 Q1	$218K	Hold	6,230	–	–	0.01%	1006
2020 Q4	$202K	Sell	6,230 -7,500	-55%	-$236K	0.01%	1004
2020 Q3	$407K	Sell	13,730 -100	-0.7%	-$2.96K	0.01%	682
2020 Q2	$398K	Hold	13,830	–	–	0.01%	678
2020 Q1	$356K	Buy	13,830 +1,249	+10%	+$39.4K	0.02%	629
2019 Q4	$429K	Buy	+12,581	New	+$422K	0.02%	638
2018 Q4	–	Sell	-2,923	Closed	-$90K	–	1781
2018 Q3	$90K	Buy	+2,923	New	+$89.8K	﹤0.01%	1180
2018 Q2	–	Sell	-3,691	Closed	-$109K	–	1898
2018 Q1	$109K	Buy	3,691 +888	+32%	+$27.1K	﹤0.01%	1150
2017 Q4	$88K	Buy	+2,803	New	+$87.1K	﹤0.01%	1249

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 $71.6B AUM 21.08% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Stratos Wealth Partners's LVHD Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 22% in Q1 2026, selling an estimated $60.7K and leaving 5,104 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Stratos Wealth Partners first reported a position in LVHD in Q4 2017 and has held it in 27 quarters since. The position peaked at $429K in Q4 2019. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

Stratos Wealth Partners held 5,104 shares of Franklin US Low Volatility High Dividend Index ETF worth $217K as of Q1 2026.
Stratos Wealth Partners sold 1,427 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $60.7K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1497 holding.
Stratos Wealth Partners first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2017 and has held it in 27 quarters since.
Stratos Wealth Partners's Franklin US Low Volatility High Dividend Index ETF position peaked at $429K 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 Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.