Goldstone Financial Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Goldstone Financial Group’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	-25,847	Closed	-$952K	–	183
2024 Q1	$952K	Buy	25,847 +6,361	+33%	+$227K	0.22%	73
2023 Q4	$708K	Sell	19,486 -1,968	-9%	-$67.9K	0.18%	87
2023 Q3	$727K	Buy	21,454 +7,064	+49%	+$256K	0.22%	88
2023 Q2	$528K	Buy	14,390 +8,729	+154%	+$320K	0.16%	93
2023 Q1	$211K	Buy	+5,661	New	+$213K	0.07%	145

Other funds holding LVHD

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAS

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

Goldstone Financial Group's LVHD Position: Q2 2024 in Review

Goldstone Financial Group sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2024, closing a stake of 25,847 shares — an estimated $952K sold.

Goldstone Financial Group first reported a position in LVHD in Q1 2023 and held it in 5 quarters. The position peaked at $952K in Q1 2024. 88 funds tracked by Wall St. Rank hold LVHD as of Q2 2024.

Goldstone Financial Group reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2024 after selling out during the quarter.
Goldstone Financial Group sold 25,847 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2024, an estimated $952K.
Goldstone Financial Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2023 and held it in 5 quarters.
Goldstone Financial Group's Franklin US Low Volatility High Dividend Index ETF position peaked at $952K 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 Goldstone Financial Group's 13F filing for Q2 2024, filed 15 Jan 2025.