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AWA
Arkadios Wealth Advisors’s
Franklin US Low Volatility High Dividend Index ETF
LVHD
Stock Holding History
Arkadios Wealth Advisors’s Portfolio
LVHD Stock Details
LVHD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.43M
Buy
33,564
+20,981
+167%
+$893K
0.02%
645
2025
Q4
$502K
Buy
12,583
+98
+0.8%
+$3.97K
0.01%
1006
2025
Q3
$516K
Sell
12,485
-85
-0.7%
-$3.47K
0.01%
922
2025
Q2
$501K
Sell
12,570
-2,033
-14%
-$80.4K
0.01%
841
2025
Q1
$598K
Buy
14,603
+4,132
+39%
+$163K
0.02%
640
2024
Q4
$402K
Buy
10,471
+1,073
+11%
+$43K
0.02%
631
2024
Q3
$383K
Buy
9,398
+1,802
+24%
+$69.6K
0.02%
640
2024
Q2
$272K
Buy
7,596
+66
+0.9%
+$2.38K
0.02%
663
2024
Q1
$277K
Sell
7,530
-1,631
-18%
-$58.2K
0.02%
561
2023
Q4
$333K
Buy
9,161
+86
+0.9%
+$2.97K
0.03%
484
2023
Q3
$307K
Buy
9,075
+46
+0.5%
+$1.67K
0.03%
477
2023
Q2
$331K
Sell
9,029
-1,198
-12%
-$44K
0.04%
418
2023
Q1
$381K
Sell
10,227
-741
-7%
-$27.8K
0.05%
369
2022
Q4
$417K
Sell
10,968
-252
-2%
-$9.33K
0.06%
320
2022
Q3
$383K
Buy
11,220
+5,780
+106%
+$220K
0.06%
327
2022
Q2
$205K
Sell
5,440
-149
-3%
-$5.79K
0.03%
504
2022
Q1
$222K
Sell
5,589
-20,230
-78%
-$789K
0.03%
507
2021
Q4
$1.03M
Sell
25,819
-1,358
-5%
-$51.4K
0.14%
173
2021
Q3
$978K
Sell
27,177
-1,239
-4%
-$46.1K
0.14%
168
2021
Q2
$1.04M
Buy
28,416
+26,975
+1,872%
+$984K
0.13%
192
2021
Q1
$50K
Buy
1,441
+610
+73%
+$20.3K
0.01%
692
2020
Q4
$26K
Buy
+831
New
+$26.1K
0.01%
687
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
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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