Creative Planning
LVHD icon

Creative Planning’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Creative Planning’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
2023
Q3 		– Sell
-18,648
Closed -$684K – 2981
2023
Q2 		$684K Buy
+18,648
New +$685K ﹤0.01% 1361

Other funds holding LVHD

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's LVHD Position: Q3 2023 in Review

Creative Planning sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2023, closing a stake of 18,648 shares — an estimated $684K sold.

Creative Planning first reported a position in LVHD in Q2 2023 and held it in 1 quarter. The position peaked at $684K in Q2 2023. 110 funds tracked by Wall St. Rank hold LVHD as of Q3 2023.

  • Creative Planning reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 18,648 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2023, an estimated $684K.
  • Creative Planning first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2023 and held it in 1 quarter.
  • Creative Planning's Franklin US Low Volatility High Dividend Index ETF position peaked at $684K in Q2 2023.
  • 110 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.