HIA
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Harbor Investment Advisory’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Harbor Investment 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
2024
Q3 		– Sell
-368
Closed -$13.2K – 1246
2024
Q2 		$13.2K Hold
368
– – ﹤0.01% 805
2024
Q1 		$13.6K Hold
368
– – ﹤0.01% 810
2023
Q4 		$13.4K Hold
368
– – ﹤0.01% 787
2023
Q3 		$12.5K Hold
368
– – ﹤0.01% 778
2023
Q2 		$13.5K Hold
368
– – ﹤0.01% 974
2023
Q1 		$13.7K Hold
368
– – ﹤0.01% 982
2022
Q4 		$14K Hold
368
– – ﹤0.01% 964
2022
Q3 		$13K Hold
368
– – ﹤0.01% 997
2022
Q2 		$14K Hold
368
– – ﹤0.01% 972
2022
Q1 		$15K Hold
368
– – ﹤0.01% 991
2021
Q4 		$15K Hold
368
– – ﹤0.01% 991
2021
Q3 		$13K Hold
368
– – ﹤0.01% 1011
2021
Q2 		$13K Hold
368
– – ﹤0.01% 972
2021
Q1 		$13K Hold
368
– – ﹤0.01% 937
2020
Q4 		$12K Buy
+368
New +$11.6K ﹤0.01% 905

Other funds holding LVHD

Financial Engines Advisors
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AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return