Sykon Capital’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Sykon Capital’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	$212K	Buy	4,814 +24	+0.5%	+$1.03K	0.07%	105
2026 Q1	$204K	Sell	4,790 -5,855	-55%	-$249K	0.07%	84
2025 Q4	$425K	Buy	10,645 +1,762	+20%	+$71.4K	0.14%	88
2025 Q3	$367K	Buy	8,883 +113	+1%	+$4.61K	0.12%	83
2025 Q2	$350K	Sell	8,770 -2,321	-21%	-$91.8K	0.13%	63
2025 Q1	$454K	Buy	11,091 +2,789	+34%	+$110K	0.17%	44
2024 Q4	$318K	Sell	8,302 -7,275	-47%	-$292K	0.11%	52
2024 Q3	$634K	Buy	15,577 +389	+3%	+$15K	0.22%	63
2024 Q2	$544K	Buy	15,188 +7,409	+95%	+$267K	0.21%	59
2024 Q1	$287K	Sell	7,779 -5,071	-39%	-$181K	0.1%	83
2023 Q4	$467K	Buy	12,850 +5,567	+76%	+$192K	0.19%	60
2023 Q3	$247K	Buy	+7,283	New	+$264K	0.11%	50

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

Sykon Capital's LVHD Position: Q2 2026 in Review

Sykon Capital increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.5% in Q2 2026, buying an estimated $1.03K and bringing the position to 4,814 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #105.

Sykon Capital first reported a position in LVHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $634K in Q3 2024. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Sykon Capital held 4,814 shares of Franklin US Low Volatility High Dividend Index ETF worth $212K as of Q2 2026.
Sykon Capital bought 24 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $1.03K.
Franklin US Low Volatility High Dividend Index ETF made up 0.07% of Sykon Capital's portfolio in Q2 2026, its #105 holding.
Sykon Capital first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2023 and has held it in 12 quarters since.
Sykon Capital's Franklin US Low Volatility High Dividend Index ETF position peaked at $634K in Q3 2024.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Sykon Capital's 13F filing for Q2 2026, filed 12 Aug 2026.