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World Investment Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

World Investment Advisors’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 		$257K Buy
6,038
+26
+0.4% +$1.11K ﹤0.01% 1343
2025
Q4 		$240K Buy
+6,012
New +$243K ﹤0.01% 1300

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
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

World Investment Advisors's LVHD Position: Q1 2026 in Review

World Investment Advisors increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.43% in Q1 2026, buying an estimated $1.11K and bringing the position to 6,038 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

World Investment Advisors first reported a position in LVHD in Q4 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold LVHD as of Q1 2026.

  • World Investment Advisors held 6,038 shares of Franklin US Low Volatility High Dividend Index ETF worth $257K as of Q1 2026.
  • World Investment Advisors bought 26 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $1.11K.
  • Franklin US Low Volatility High Dividend Index ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1343 holding.
  • World Investment Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.