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GG Group Ventures’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

GG Group Ventures’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
2024
Q4 		$1.15M Sell
37,817
-2,028
-5% -$62.8K 1.52% 12
2024
Q3 		$1.23M Sell
39,845
-4,882
-11% -$148K 1.8% 13
2024
Q2 		$1.33M Buy
+44,727
New +$1.34M 1.84% 9

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GG Group Ventures's LVHI Position: Q4 2024 in Review

GG Group Ventures reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 5.1% in Q4 2024, selling an estimated $62.8K and leaving 37,817 shares worth $1.15M. The position accounts for 1.52% of the portfolio, ranked #12.

GG Group Ventures first reported a position in LVHI in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.33M in Q2 2024. 167 funds tracked by Wall St. Rank hold LVHI as of Q4 2024.

  • GG Group Ventures held 37,817 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.15M as of Q4 2024.
  • GG Group Ventures sold 2,028 Franklin International Low Volatility High Dividend Index ETF shares in Q4 2024, an estimated $62.8K.
  • Franklin International Low Volatility High Dividend Index ETF made up 1.52% of GG Group Ventures's portfolio in Q4 2024, its #12 holding.
  • GG Group Ventures first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2024 and has held it in 3 quarters since.
  • GG Group Ventures's Franklin International Low Volatility High Dividend Index ETF position peaked at $1.33M in Q2 2024.
  • 167 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2024.

Based on GG Group Ventures's 13F filing for Q4 2024, filed 14 Feb 2025.