CIA
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Concurrent Investment Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Concurrent Investment 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
2026
Q1 		$334K Sell
7,840
-26
-0.3% -$1.11K ﹤0.01% 1422
2025
Q4 		$314K Sell
7,866
-818
-9% -$33.1K ﹤0.01% 1372
2025
Q3 		$359K Sell
8,684
-2,829
-25% -$115K 0.01% 1067
2025
Q2 		$459K Buy
11,513
+4,836
+72% +$191K 0.01% 881
2025
Q1 		$274K Buy
+6,677
New +$264K 0.01% 976
2024
Q2 		– Sell
-8,100
Closed -$298K – 1049
2024
Q1 		$298K Sell
8,100
-3,634
-31% -$130K 0.01% 675
2023
Q4 		$427K Buy
+11,734
New +$405K 0.02% 532

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return