GPS Wealth Strategies Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

GPS Wealth Strategies 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 Q3	–	Sell	-47	Closed	-$1.68K	–	1423
2024 Q2	$1.68K	Hold	47	–	–	﹤0.01%	1227
2024 Q1	$1.73K	Hold	47	–	–	﹤0.01%	1140
2023 Q4	$1.71K	Hold	47	–	–	﹤0.01%	1128
2023 Q3	$1.59K	Hold	47	–	–	﹤0.01%	1142
2023 Q2	$1.72K	Hold	47	–	–	﹤0.01%	1125
2023 Q1	$1.75K	Buy	+47	New	+$1.77K	﹤0.01%	1128

Other funds holding LVHD

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GPS Wealth Strategies Group's LVHD Position: Q3 2024 in Review

GPS Wealth Strategies Group sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2024, closing a stake of 47 shares — an estimated $1.68K sold.

GPS Wealth Strategies Group first reported a position in LVHD in Q1 2023 and held it in 6 quarters. The position peaked at $1.75K in Q1 2023. 83 funds tracked by Wall St. Rank hold LVHD as of Q3 2024.

GPS Wealth Strategies Group reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 47 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2024, an estimated $1.68K.
GPS Wealth Strategies Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2023 and held it in 6 quarters.
GPS Wealth Strategies Group's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.75K in Q1 2023.
83 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2024, filed 29 Oct 2024.