Householder Group Estate & Retirement Specialist’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$10K	Buy	269 +2	+0.7%	+$80	0.01%	364
2024 Q3	$10K	Buy	267 +3	+1%	+$116	﹤0.01%	813
2024 Q2	$9K	Buy	264 +3	+1%	+$108	﹤0.01%	830
2024 Q1	$9.64K	Buy	261 +2	+0.8%	+$71	﹤0.01%	819
2023 Q4	$9K	Buy	259 +3	+1%	+$104	﹤0.01%	786
2023 Q3	$8.68K	Buy	+256	New	+$9.29K	﹤0.01%	823
2023 Q1	$9K	Buy	+252	New	+$9.47K	﹤0.01%	835
2022 Q4	–	Sell	-262	Closed	-$8K	–	783
2022 Q3	$8K	Buy	+262	New	+$9.96K	﹤0.01%	781

Other funds holding LVHD

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFG

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LVHD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 0.75% in Q4 2024, buying an estimated $80 and bringing the position to 269 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #364.

Householder Group Estate & Retirement Specialist first reported a position in LVHD in Q3 2022 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold LVHD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 269 shares of Franklin US Low Volatility High Dividend Index ETF worth $10K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 2 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2024, an estimated $80.
Franklin US Low Volatility High Dividend Index ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #364 holding.
Householder Group Estate & Retirement Specialist first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2022 and has held it in 8 quarters since.
90 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.