Wealthcare Capital Partners’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Wealthcare Capital Partners’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	$1.07M	Buy	24,380 +3,525	+17%	+$151K	0.44%	54
2026 Q1	$888K	Buy	20,855 +4,665	+29%	+$199K	0.42%	52
2025 Q4	$646K	Buy	16,190 +4,661	+40%	+$189K	0.3%	65
2025 Q3	$477K	Buy	11,529 +5,126	+80%	+$209K	0.22%	85
2025 Q2	$255K	Buy	+6,403	New	+$253K	0.13%	124

Other funds holding LVHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $120M AUM

WAP

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealthcare Capital Partners's LVHD Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 17% in Q2 2026, buying an estimated $151K and bringing the position to 24,380 shares worth $1.07M. The position accounts for 0.44% of the portfolio, ranked #54.

Wealthcare Capital Partners first reported a position in LVHD in Q2 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Wealthcare Capital Partners held 24,380 shares of Franklin US Low Volatility High Dividend Index ETF worth $1.07M as of Q2 2026.
Wealthcare Capital Partners bought 3,525 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $151K.
Franklin US Low Volatility High Dividend Index ETF made up 0.44% of Wealthcare Capital Partners's portfolio in Q2 2026, its #54 holding.
Wealthcare Capital Partners first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.