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 Q2	$351K	Hold	7,973	–	–	0.02%	298
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 $1.89T 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

WBH Advisory's LVHD Position: Q2 2026 in Review

WBH Advisory held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q2 2026 at 7,973 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #298.

WBH Advisory first reported a position in LVHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $497K in Q3 2025. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

WBH Advisory held 7,973 shares of Franklin US Low Volatility High Dividend Index ETF worth $351K as of Q2 2026.
WBH Advisory 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 0.02% of WBH Advisory's portfolio in Q2 2026, its #298 holding.
WBH Advisory first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 5 quarters since.
WBH Advisory's Franklin US Low Volatility High Dividend Index ETF position peaked at $497K in Q3 2025.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.