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

Truist Financial’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	$231K	Buy	5,260 +206	+4%	+$8.85K	﹤0.01%	2684
2026 Q1	$215K	Buy	+5,054	New	+$215K	﹤0.01%	2608
2020 Q2	–	Sell	-8,941	Closed	-$231K	–	2510
2020 Q1	$231K	Hold	8,941	–	–	﹤0.01%	2031
2019 Q4	$305K	Buy	+8,941	New	+$300K	﹤0.01%	2143

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

Truist Financial's LVHD Position: Q2 2026 in Review

Truist Financial increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 4.1% in Q2 2026, buying an estimated $8.85K and bringing the position to 5,260 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Truist Financial first reported a position in LVHD in Q4 2019 and has held it in 4 quarters since. The position peaked at $305K in Q4 2019. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Truist Financial held 5,260 shares of Franklin US Low Volatility High Dividend Index ETF worth $231K as of Q2 2026.
Truist Financial bought 206 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $8.85K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2684 holding.
Truist Financial first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2019 and has held it in 4 quarters since.
Truist Financial's Franklin US Low Volatility High Dividend Index ETF position peaked at $305K in Q4 2019.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.