EWM
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EPG Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-2,206
Closed -$57K – 506
2020
Q1 		$57K Sell
2,206
-109
-5% -$3.44K 0.04% 260
2019
Q4 		$79K Buy
+2,315
New +$77.7K 0.06% 174

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

EPG Wealth Management's LVHD Position: Q2 2020 in Review

EPG Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2020, closing a stake of 2,206 shares — an estimated $57K sold.

EPG Wealth Management first reported a position in LVHD in Q4 2019 and held it in 2 quarters. The position peaked at $79K in Q4 2019. 67 funds tracked by Wall St. Rank hold LVHD as of Q2 2020.

  • EPG Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 2,206 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2020, an estimated $57K.
  • EPG Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $79K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.