Advisornet Financial’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Advisornet Financial’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
2025 Q3	–	Sell	-100	Closed	-$3.99K	–	2299
2025 Q2	$3.99K	Buy	+100	New	+$3.95K	﹤0.01%	1728
2024 Q4	–	Sell	-944	Closed	-$38.4K	–	2138
2024 Q3	$38.4K	Hold	944	–	–	﹤0.01%	986
2024 Q2	$33.8K	Hold	944	–	–	﹤0.01%	941
2024 Q1	$34.8K	Hold	944	–	–	﹤0.01%	921
2023 Q4	$34.3K	Hold	944	–	–	﹤0.01%	924
2023 Q3	$32K	Hold	944	–	–	﹤0.01%	900
2023 Q2	$34.6K	Hold	944	–	–	﹤0.01%	913
2023 Q1	$35.2K	Hold	944	–	–	﹤0.01%	893
2022 Q4	$35.9K	Hold	944	–	–	﹤0.01%	882
2022 Q3	$32K	Hold	944	–	–	﹤0.01%	972
2022 Q2	$36K	Hold	944	–	–	﹤0.01%	972
2022 Q1	$37K	Hold	944	–	–	﹤0.01%	1061
2021 Q4	$38K	Hold	944	–	–	﹤0.01%	1103
2021 Q3	$34K	Hold	944	–	–	﹤0.01%	1110
2021 Q2	$34K	Buy	+944	New	+$34.4K	﹤0.01%	1102
2020 Q4	–	Sell	-899	Closed	-$27K	–	1760
2020 Q3	$27K	Buy	899 +9	+1%	+$266	﹤0.01%	1014
2020 Q2	$26K	Buy	890 +9	+1%	+$252	﹤0.01%	1035
2020 Q1	$23K	Buy	881 +6	+0.7%	+$189	﹤0.01%	1031
2019 Q4	$30K	Sell	875 -4,792	-85%	-$161K	﹤0.01%	1056
2019 Q3	$190K	Buy	+5,667	New	+$185K	0.02%	521

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisornet Financial's LVHD Position: Q3 2025 in Review

Advisornet Financial sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2025, closing a stake of 100 shares — an estimated $3.99K sold.

Advisornet Financial first reported a position in LVHD in Q3 2019 and held it in 20 quarters. The position peaked at $190K in Q3 2019. 103 funds tracked by Wall St. Rank hold LVHD as of Q3 2025.

Advisornet Financial reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2025 after selling out during the quarter.
Advisornet Financial sold 100 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2025, an estimated $3.99K.
Advisornet Financial first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2019 and held it in 20 quarters.
Advisornet Financial's Franklin US Low Volatility High Dividend Index ETF position peaked at $190K in Q3 2019.
103 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.