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Capital Wealth Alliance’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Capital Wealth Alliance’s Portfolio LVHI Stock Details LVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,730
Closed -$201K – 112
2024
Q1 		$201K Buy
+6,730
New +$191K 0.12% 99
2020
Q1 		– Sell
-8,042
Closed -$215K – 223
2019
Q4 		$215K Buy
+8,042
New +$218K 0.18% 77

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Wealth Alliance's LVHI Position: Q2 2024 in Review

Capital Wealth Alliance sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2024, closing a stake of 6,730 shares — an estimated $201K sold.

Capital Wealth Alliance first reported a position in LVHI in Q4 2019 and held it in 2 quarters. The position peaked at $215K in Q4 2019. 134 funds tracked by Wall St. Rank hold LVHI as of Q2 2024.

  • Capital Wealth Alliance reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2024 after selling out during the quarter.
  • Capital Wealth Alliance sold 6,730 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2024, an estimated $201K.
  • Capital Wealth Alliance first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2019 and held it in 2 quarters.
  • Capital Wealth Alliance's Franklin International Low Volatility High Dividend Index ETF position peaked at $215K in Q4 2019.
  • 134 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2024.

Based on Capital Wealth Alliance's 13F filing for Q2 2024, filed 24 Jul 2024.