Betterment LLC’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Betterment LLC’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
2024 Q1	–	Sell	-6,324	Closed	-$230K	–	357
2023 Q4	$230K	Sell	6,324 -4,592	-42%	-$158K	﹤0.01%	306
2023 Q3	$370K	Buy	10,916 +152	+1%	+$5.52K	﹤0.01%	241
2023 Q2	$395K	Buy	10,764 +4,867	+83%	+$179K	﹤0.01%	218
2023 Q1	$220K	Buy	+5,897	New	+$222K	﹤0.01%	256

Other funds holding LVHD

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Betterment LLC's LVHD Position: Q1 2024 in Review

Betterment LLC sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2024, closing a stake of 6,324 shares — an estimated $230K sold.

Betterment LLC first reported a position in LVHD in Q1 2023 and held it in 4 quarters. The position peaked at $395K in Q2 2023. 95 funds tracked by Wall St. Rank hold LVHD as of Q1 2024.

Betterment LLC reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2024 after selling out during the quarter.
Betterment LLC sold 6,324 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2024, an estimated $230K.
Betterment LLC first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2023 and held it in 4 quarters.
Betterment LLC's Franklin US Low Volatility High Dividend Index ETF position peaked at $395K in Q2 2023.
95 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2024.

Based on Betterment LLC's 13F filing for Q1 2024, filed 10 May 2024.