Gladstone Institutional Advisory’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Gladstone Institutional Advisory’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 Q1	–	Sell	-6,595	Closed	-$251K	–	690
2022 Q4	$251K	Buy	6,595 +725	+12%	+$26.8K	0.02%	550
2022 Q3	$201K	Buy	+5,870	New	+$223K	0.02%	589

Other funds holding LVHD

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gladstone Institutional Advisory's LVHD Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2023, closing a stake of 6,595 shares — an estimated $251K sold.

Gladstone Institutional Advisory first reported a position in LVHD in Q3 2022 and held it in 2 quarters. The position peaked at $251K in Q4 2022. 104 funds tracked by Wall St. Rank hold LVHD as of Q1 2023.

Gladstone Institutional Advisory reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 6,595 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2023, an estimated $251K.
Gladstone Institutional Advisory first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2022 and held it in 2 quarters.
Gladstone Institutional Advisory's Franklin US Low Volatility High Dividend Index ETF position peaked at $251K in Q4 2022.
104 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.