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 Q2	$1.9M	Sell	42,317 -20,115	-32%	-$865K	0.11%	125
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 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

Triad Wealth Partners's LVHD Position: Q2 2026 in Review

Triad Wealth Partners reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 32% in Q2 2026, selling an estimated $865K and leaving 42,317 shares worth $1.9M. The position accounts for 0.11% of the portfolio, ranked #125.

Triad Wealth Partners first reported a position in LVHD in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.66M in Q1 2026. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Triad Wealth Partners held 42,317 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.9M as of Q2 2026.
Triad Wealth Partners sold 20,115 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $865K.
Franklin US Low Volatility High Dividend Index ETF made up 0.11% of Triad Wealth Partners's portfolio in Q2 2026, its #125 holding.
Triad Wealth Partners first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Franklin US Low Volatility High Dividend Index ETF position peaked at $2.66M in Q1 2026.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.