Certified Advisory Corp’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Certified Advisory Corp’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
2020 Q2	$699K	Sell	24,272 -8,019	-25%	-$224K	0.23%	103
2020 Q1	$832K	Sell	32,291 -2,446	-7%	-$77.2K	0.33%	75
2019 Q4	$1.18M	Buy	34,737 +4,441	+15%	+$149K	0.38%	64
2019 Q3	$1.02M	Sell	30,296 -580	-2%	-$18.9K	0.35%	69
2019 Q2	$993K	Buy	+30,876	New	+$981K	0.37%	65

Other funds holding LVHD

QS Investors New York $8.47B AUM 30.71% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Certified Advisory Corp's LVHD Position: Q2 2020 in Review

Certified Advisory Corp reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 25% in Q2 2020, selling an estimated $224K and leaving 24,272 shares worth $699K. The position accounts for 0.23% of the portfolio, ranked #103.

Certified Advisory Corp first reported a position in LVHD in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.18M in Q4 2019. 67 funds tracked by Wall St. Rank hold LVHD as of Q2 2020.

Certified Advisory Corp held 24,272 shares of Franklin US Low Volatility High Dividend Index ETF worth $699K as of Q2 2020.
Certified Advisory Corp sold 8,019 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2020, an estimated $224K.
Franklin US Low Volatility High Dividend Index ETF made up 0.23% of Certified Advisory Corp's portfolio in Q2 2020, its #103 holding.
Certified Advisory Corp first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2019 and has held it in 5 quarters since.
Certified Advisory Corp's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.18M in Q4 2019.
67 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.