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

Triumph Capital Management’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 		$8.8K Hold
200
– – ﹤0.01% 1186
2026
Q1 		$8.51K Hold
200
– – ﹤0.01% 1153
2025
Q4 		$7.98K Buy
+200
New +$8.1K ﹤0.01% 1148

Other funds holding LVHD

HA
Heffernan Advisory Flagstaff, Arizona $120M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Triumph Capital Management's LVHD Position: Q2 2026 in Review

Triumph Capital Management held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q2 2026 at 200 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Triumph Capital Management first reported a position in LVHD in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Triumph Capital Management held 200 shares of Franklin US Low Volatility High Dividend Index ETF worth $8.8K as of Q2 2026.
  • Triumph Capital Management 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 Triumph Capital Management's portfolio in Q2 2026, its #1186 holding.
  • Triumph Capital Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.