HBW Advisory Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

HBW Advisory Services’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 Q3	–	Sell	-7,112	Closed	-$261K	–	328
2023 Q2	$261K	Sell	7,112 -36,451	-84%	-$1.34M	0.06%	248
2023 Q1	$1.62M	Sell	43,563 -6,362	-13%	-$239K	0.4%	69
2022 Q4	$1.9M	Sell	49,925 -5,872	-11%	-$217K	0.5%	54
2022 Q3	$1.91M	Buy	+55,797	New	+$2.12M	0.53%	59

Other funds holding LVHD

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MCCA

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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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

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

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

BFWA

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

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

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

HBW Advisory Services's LVHD Position: Q3 2023 in Review

HBW Advisory Services sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2023, closing a stake of 7,112 shares — an estimated $261K sold.

HBW Advisory Services first reported a position in LVHD in Q3 2022 and held it in 4 quarters. The position peaked at $1.91M in Q3 2022. 110 funds tracked by Wall St. Rank hold LVHD as of Q3 2023.

HBW Advisory Services reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2023 after selling out during the quarter.
HBW Advisory Services sold 7,112 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2023, an estimated $261K.
HBW Advisory Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2022 and held it in 4 quarters.
HBW Advisory Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.91M in Q3 2022.
110 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2023.

Based on HBW Advisory Services's 13F filing for Q3 2023, filed 12 Oct 2023.