WBH Advisory’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

WBH Advisory’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	$339K	Sell	7,973 -4,048	-34%	-$172K	0.03%	287
2025 Q4	$479K	Hold	12,021	–	–	0.04%	241
2025 Q3	$497K	Hold	12,021	–	–	0.04%	237
2025 Q2	$479K	Buy	+12,021	New	+$475K	0.04%	229

Other funds holding LVHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

WBH Advisory's LVHD Position: Q1 2026 in Review

WBH Advisory reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 34% in Q1 2026, selling an estimated $172K and leaving 7,973 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #287.

WBH Advisory first reported a position in LVHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $497K in Q3 2025. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

WBH Advisory held 7,973 shares of Franklin US Low Volatility High Dividend Index ETF worth $339K as of Q1 2026.
WBH Advisory sold 4,048 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $172K.
Franklin US Low Volatility High Dividend Index ETF made up 0.03% of WBH Advisory's portfolio in Q1 2026, its #287 holding.
WBH Advisory first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 4 quarters since.
WBH Advisory's Franklin US Low Volatility High Dividend Index ETF position peaked at $497K in Q3 2025.
116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.