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
2025 Q3	$359K	Sell
2025 Q2	$459K	Buy
2025 Q1	$274K	Buy
2024 Q2	–	Sell
2024 Q1	$298K	Sell
2023 Q4	$427K	Buy