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Evoke Wealth’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Evoke Wealth’s Portfolio LVHI Stock Details LVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,775
Closed -$43K – 807
2022
Q3 		$43K Buy
+1,775
New +$45.6K ﹤0.01% 538

Other funds holding LVHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evoke Wealth's LVHI Position: Q4 2022 in Review

Evoke Wealth sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q4 2022, closing a stake of 1,775 shares — an estimated $43K sold.

Evoke Wealth first reported a position in LVHI in Q3 2022 and held it in 1 quarter. The position peaked at $43K in Q3 2022. 64 funds tracked by Wall St. Rank hold LVHI as of Q4 2022.

  • Evoke Wealth reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 1,775 Franklin International Low Volatility High Dividend Index ETF shares in Q4 2022, an estimated $43K.
  • Evoke Wealth first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2022 and held it in 1 quarter.
  • Evoke Wealth's Franklin International Low Volatility High Dividend Index ETF position peaked at $43K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.