Element Wealth’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Element Wealth’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
2024 Q2	–	Sell	-5,893	Closed	-$217K	–	294
2024 Q1	$217K	Buy	5,893 +213	+4%	+$7.6K	0.13%	130
2023 Q4	$206K	Buy	+5,680	New	+$196K	0.13%	132
2023 Q1	–	Sell	-5,318	Closed	-$202K	–	214
2022 Q4	$202K	Buy	+5,318	New	+$197K	0.17%	112
2022 Q2	–	Sell	-5,263	Closed	-$209K	–	198
2022 Q1	$209K	Sell	5,263 -75	-1%	-$2.92K	0.17%	108
2021 Q4	$214K	Buy	+5,338	New	+$202K	0.16%	100

Other funds holding LVHD

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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

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

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

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

AAS

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

Element Wealth's LVHD Position: Q2 2024 in Review

Element Wealth sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2024, closing a stake of 5,893 shares — an estimated $217K sold.

Element Wealth first reported a position in LVHD in Q4 2021 and held it in 5 quarters. The position peaked at $217K in Q1 2024. 88 funds tracked by Wall St. Rank hold LVHD as of Q2 2024.

Element Wealth reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2024 after selling out during the quarter.
Element Wealth sold 5,893 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2024, an estimated $217K.
Element Wealth first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2021 and held it in 5 quarters.
Element Wealth's Franklin US Low Volatility High Dividend Index ETF position peaked at $217K in Q1 2024.
88 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2024.

Based on Element Wealth's 13F filing for Q2 2024, filed 8 Aug 2024.