Transamerica Financial Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Transamerica Financial Advisors’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	$106	Hold	2	–	–	﹤0.01%	1991
2026 Q1	$102	Hold	2	–	–	﹤0.01%	1743
2025 Q4	$96	Sell	2 -1	-33%	-$40	﹤0.01%	1670
2025 Q3	$100	Hold	3	–	–	﹤0.01%	1520
2025 Q2	$97	Hold	3	–	–	﹤0.01%	525
2025 Q1	$1K	Hold	3	–	–	﹤0.01%	511
2024 Q4	$1K	Hold	3	–	–	﹤0.01%	502
2024 Q3	$1K	Hold	3	–	–	﹤0.01%	508
2024 Q2	$1K	Hold	3	–	–	﹤0.01%	480
2024 Q1	$1K	Hold	3	–	–	﹤0.01%	525
2023 Q4	$1K	Hold	3	–	–	﹤0.01%	514
2023 Q3	$1K	Hold	3	–	–	﹤0.01%	536
2023 Q2	$1K	Hold	3	–	–	﹤0.01%	507
2023 Q1	$1K	Hold	3	–	–	﹤0.01%	488
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	561
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	527
2022 Q2	$1K	Buy	+3	New	+$117	﹤0.01%	543
2020 Q3	–	Sell	-5	Closed	-$1K	–	365
2020 Q2	$1K	Buy	+5	New	+$140	﹤0.01%	438

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

Transamerica Financial Advisors's LVHD Position: Q2 2026 in Review

Transamerica Financial Advisors held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q2 2026 at 2 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Transamerica Financial Advisors first reported a position in LVHD in Q2 2020 and has held it in 18 quarters since. The position peaked at $1K in Q1 2025. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Transamerica Financial Advisors held 2 shares of Franklin US Low Volatility High Dividend Index ETF worth $106 as of Q2 2026.
Transamerica Financial Advisors left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q2 2026.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1991 holding.
Transamerica Financial Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2020 and has held it in 18 quarters since.
Transamerica Financial Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $1K in Q1 2025.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.