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

Continuum Advisory’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 Q2	–	Sell	-540	Closed	-$22.1K	–	1098
2025 Q1	$22.1K	Hold	540	–	–	﹤0.01%	834
2024 Q4	$20.7K	Hold	540	–	–	﹤0.01%	845
2024 Q3	$21.6K	Sell	540 -100	-16%	-$3.86K	﹤0.01%	827
2024 Q2	$22.9K	Hold	640	–	–	﹤0.01%	768
2024 Q1	$23.4K	Buy	+640	New	+$22.8K	﹤0.01%	751

Other funds holding LVHD

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Continuum Advisory's LVHD Position: Q2 2025 in Review

Continuum Advisory sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2025, closing a stake of 540 shares — an estimated $22.1K sold.

Continuum Advisory first reported a position in LVHD in Q1 2024 and held it in 5 quarters. The position peaked at $23.4K in Q1 2024. 99 funds tracked by Wall St. Rank hold LVHD as of Q2 2025.

Continuum Advisory reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 540 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2025, an estimated $22.1K.
Continuum Advisory first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2024 and held it in 5 quarters.
Continuum Advisory's Franklin US Low Volatility High Dividend Index ETF position peaked at $23.4K in Q1 2024.
99 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.