Atlas Private Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-3,604	Closed	-$130K	–	473
2021 Q3	$130K	Sell	3,604 -96	-3%	-$3.57K	0.07%	157
2021 Q2	$135K	Sell	3,700 -55	-1%	-$2.01K	0.07%	141
2021 Q1	$131K	Buy	3,755 +205	+6%	+$6.82K	0.07%	138
2020 Q4	$115K	Hold	3,550	–	–	0.08%	137
2020 Q3	$105K	Hold	3,550	–	–	0.09%	140
2020 Q2	$102K	Buy	+3,550	New	+$99.3K	0.09%	144

Other funds holding LVHD

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Atlas Private Wealth Advisors's LVHD Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2021, closing a stake of 3,604 shares — an estimated $130K sold.

Atlas Private Wealth Advisors first reported a position in LVHD in Q2 2020 and held it in 6 quarters. The position peaked at $135K in Q2 2021. 75 funds tracked by Wall St. Rank hold LVHD as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,604 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2021, an estimated $130K.
Atlas Private Wealth Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $135K in Q2 2021.
75 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.