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Gradient Investments’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Gradient Investments’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
-163
Closed -$5.84K – 885
2024
Q2 		$5.84K Sell
163
-2
-1% -$72 ﹤0.01% 836
2024
Q1 		$6.07K Sell
165
-364
-69% -$13K ﹤0.01% 696
2023
Q4 		$19.2K Buy
529
+7
+1% +$242 ﹤0.01% 710
2023
Q3 		$17.7K Sell
522
-59
-10% -$2.14K ﹤0.01% 696
2023
Q2 		$21.3K Sell
581
-344
-37% -$12.6K ﹤0.01% 681
2023
Q1 		$34.5K Sell
925
-707
-43% -$26.6K ﹤0.01% 563
2022
Q4 		$62.1K Sell
1,632
-364
-18% -$13.5K ﹤0.01% 456
2022
Q3 		$68K Sell
1,996
-1,249,211
-100% -$47.5M ﹤0.01% 431
2022
Q2 		$47.1M Buy
1,251,207
+20,579
+2% +$800K 1.38% 14
2022
Q1 		$48.8M Buy
1,230,628
+17,689
+1% +$690K 1.25% 16
2021
Q4 		$48.6M Buy
1,212,939
+181,779
+18% +$6.88M 1.23% 14
2021
Q3 		$37.1M Buy
1,031,160
+14,913
+1% +$555K 1.04% 21
2021
Q2 		$37.1M Buy
1,016,247
+80,689
+9% +$2.94M 1.08% 16
2021
Q1 		$32.7M Sell
935,558
-777,296
-45% -$25.8M 1.06% 16
2020
Q4 		$50.7M Sell
1,712,854
-13,466
-0.8% -$424K 2.15% 7
2020
Q3 		$51.1M Buy
1,726,320
+1,393,193
+418% +$41.2M 2.15% 7
2020
Q2 		$9.59M Buy
333,127
+23,794
+8% +$666K 0.44% 67
2020
Q1 		$7.97M Buy
309,333
+309,013
+96,567% +$9.75M 0.43% 66
2019
Q4 		$11K Buy
+320
New +$10.7K ﹤0.01% 673

Other funds holding LVHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments's LVHD Position: Q3 2024 in Review

Gradient Investments sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2024, closing a stake of 163 shares — an estimated $5.84K sold.

Gradient Investments first reported a position in LVHD in Q4 2019 and held it in 19 quarters. The position peaked at $51.1M in Q3 2020. 83 funds tracked by Wall St. Rank hold LVHD as of Q3 2024.

  • Gradient Investments reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 163 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2024, an estimated $5.84K.
  • Gradient Investments first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2019 and held it in 19 quarters.
  • Gradient Investments's Franklin US Low Volatility High Dividend Index ETF position peaked at $51.1M in Q3 2020.
  • 83 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.