Wealth Enhancement Advisory Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Wealth Enhancement Advisory Services’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	$312K	Sell	7,008 -652	-9%	-$28K	﹤0.01%	3167
2026 Q1	$327K	Sell	7,660 -1,137	-13%	-$48.4K	﹤0.01%	2687
2025 Q4	$352K	Buy	+8,797	New	+$356K	﹤0.01%	2783
2024 Q2	–	Sell	-5,585	Closed	-$206K	–	2664
2024 Q1	$206K	Sell	5,585 -5,271	-49%	-$188K	﹤0.01%	2181
2023 Q4	$395K	Sell	10,856 -4,927	-31%	-$170K	﹤0.01%	1653
2023 Q3	$535K	Buy	+15,783	New	+$573K	﹤0.01%	1390

Other funds holding LVHD

Heffernan Advisory Flagstaff, Arizona $120M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's LVHD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 8.5% in Q2 2026, selling an estimated $28K and leaving 7,008 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #3167.

Wealth Enhancement Advisory Services first reported a position in LVHD in Q3 2023 and has held it in 6 quarters since. The position peaked at $535K in Q3 2023. 21 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Wealth Enhancement Advisory Services held 7,008 shares of Franklin US Low Volatility High Dividend Index ETF worth $312K as of Q2 2026.
Wealth Enhancement Advisory Services sold 652 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $28K.
Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3167 holding.
Wealth Enhancement Advisory Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2023 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $535K in Q3 2023.
21 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.