Avantax Advisory Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Avantax Advisory Services’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 Q2	$7.89M	Sell	197,978 -513	-0.3%	-$20.3K	0.04%	322
2025 Q1	$8.13M	Sell	198,491 -11,313	-5%	-$447K	0.05%	293
2024 Q4	$8.05M	Buy	209,804 +871	+0.4%	+$34.9K	0.05%	277
2024 Q3	$8.51M	Buy	208,933 +8,814	+4%	+$340K	0.06%	262
2024 Q2	$7.17M	Sell	200,119 -25,357	-11%	-$913K	0.05%	277
2024 Q1	$8.31M	Buy	225,476 +903	+0.4%	+$32.2K	0.07%	209
2023 Q4	$8.16M	Buy	224,573 +1,755	+0.8%	+$60.5K	0.08%	193
2023 Q3	$7.55M	Sell	222,818 -27,511	-11%	-$999K	0.08%	186
2023 Q2	$9.18M	Buy	250,329 +101,649	+68%	+$3.73M	0.1%	156
2023 Q1	$5.54M	Buy	148,680 +23,553	+19%	+$885K	0.07%	226
2022 Q4	$4.76M	Buy	125,127 +12,951	+12%	+$479K	0.06%	234
2022 Q3	$3.83M	Buy	112,176 +53,879	+92%	+$2.05M	0.06%	248
2022 Q2	$2.2M	Buy	58,297 +17,707	+44%	+$688K	0.03%	354
2022 Q1	$1.61M	Buy	40,590 +713	+2%	+$27.8K	0.02%	427
2021 Q4	$1.6M	Buy	39,877 +920	+2%	+$34.8K	0.02%	408
2021 Q3	$1.4M	Buy	38,957 +361	+0.9%	+$13.4K	0.02%	409
2021 Q2	$1.41M	Sell	38,596 -1,231	-3%	-$44.9K	0.03%	403
2021 Q1	$1.39M	Sell	39,827 -705	-2%	-$23.4K	0.03%	366
2020 Q4	$1.31M	Sell	40,532 -50,597	-56%	-$1.59M	0.03%	344
2020 Q3	$2.7M	Buy	91,129 +37,529	+70%	+$1.11M	0.04%	306
2020 Q2	$1.54M	Sell	53,600 -21	-0%	-$588	0.04%	268
2020 Q1	$1.38M	Buy	53,621 +103	+0.2%	+$3.25K	0.04%	249
2019 Q4	$1.82M	Buy	53,518 +10,981	+26%	+$368K	0.04%	228
2019 Q3	$1.43M	Buy	42,537 +17,620	+71%	+$574K	0.06%	165
2019 Q2	$801K	Buy	+24,917	New	+$792K	0.04%	224

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Avantax Advisory Services's LVHD Position: Q2 2025 in Review

Avantax Advisory Services reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.26% in Q2 2025, selling an estimated $20.3K and leaving 197,978 shares worth $7.89M. The position accounts for 0.04% of the portfolio, ranked #322.

Avantax Advisory Services first reported a position in LVHD in Q2 2019 and has held it in 25 quarters since. The position peaked at $9.18M in Q2 2023. 99 funds tracked by Wall St. Rank hold LVHD as of Q2 2025.

Avantax Advisory Services held 197,978 shares of Franklin US Low Volatility High Dividend Index ETF worth $7.89M as of Q2 2025.
Avantax Advisory Services sold 513 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2025, an estimated $20.3K.
Franklin US Low Volatility High Dividend Index ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #322 holding.
Avantax Advisory Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2019 and has held it in 25 quarters since.
Avantax Advisory Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $9.18M in Q2 2023.
99 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.