UBS AM
LVHD icon

UBS AM’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

UBS AM’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 		$9.37K Hold
213
– – ﹤0.01% 3296
2026
Q1 		$9.06K Hold
213
– – ﹤0.01% 3333
2025
Q4 		$8.49K Buy
+213
New +$8.63K ﹤0.01% 2884
2025
Q3 		– Sell
-500
Closed -$19.9K – 2464
2025
Q2 		$19.9K Buy
+500
New +$19.8K ﹤0.01% 2610

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
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

UBS AM's LVHD Position: Q2 2026 in Review

UBS AM held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q2 2026 at 213 shares worth $9.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

UBS AM first reported a position in LVHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $19.9K in Q2 2025. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • UBS AM held 213 shares of Franklin US Low Volatility High Dividend Index ETF worth $9.37K as of Q2 2026.
  • UBS AM 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 UBS AM's portfolio in Q2 2026, its #3296 holding.
  • UBS AM first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 4 quarters since.
  • UBS AM's Franklin US Low Volatility High Dividend Index ETF position peaked at $19.9K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.