TWP
LVHD icon

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

Triad 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 		$2.66M Buy
62,432
+15,579
+33% +$663K 0.21% 85
2025
Q4 		$1.87M Buy
46,853
+10,126
+28% +$410K 0.18% 92
2025
Q3 		$1.52M Buy
36,727
+10,344
+39% +$422K 0.2% 83
2025
Q2 		$1.05M Buy
26,383
+4,461
+20% +$176K 0.21% 84
2025
Q1 		$898K Buy
21,922
+6,416
+41% +$254K 0.28% 62
2024
Q4 		$595K Buy
+15,506
New +$622K 0.21% 76
2024
Q3 		– Sell
-4,048
Closed -$145K – 541
2024
Q2 		$145K Buy
+4,048
New +$146K 0.08% 115

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
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