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Sunrise Financial Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Sunrise Financial Services’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 		$77.8K Buy
1,768
+423
+31% +$18.2K 0.05% 92
2026
Q1 		$57.2K Sell
1,345
-841
-38% -$35.8K 0.04% 106
2025
Q4 		$87.2K Buy
+2,186
New +$88.5K 0.07% 80

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
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

Sunrise Financial Services's LVHD Position: Q2 2026 in Review

Sunrise Financial Services increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 31% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,768 shares worth $77.8K. The position accounts for 0.05% of the portfolio, ranked #92.

Sunrise Financial Services first reported a position in LVHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $87.2K in Q4 2025. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Sunrise Financial Services held 1,768 shares of Franklin US Low Volatility High Dividend Index ETF worth $77.8K as of Q2 2026.
  • Sunrise Financial Services bought 423 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $18.2K.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.05% of Sunrise Financial Services's portfolio in Q2 2026, its #92 holding.
  • Sunrise Financial Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $87.2K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.