IHT Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

IHT Wealth Management’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	-7,527	Closed	-$270K	–	1170
2024 Q2	$270K	Sell	7,527 -415	-5%	-$14.9K	0.01%	834
2024 Q1	$293K	Sell	7,942 -100	-1%	-$3.57K	0.01%	813
2023 Q4	$292K	Hold	8,042	–	–	0.01%	771
2023 Q3	$272K	Hold	8,042	–	–	0.01%	765
2023 Q2	$295K	Sell	8,042 -4,700	-37%	-$173K	0.02%	735
2023 Q1	$475K	Buy	12,742 +1,842	+17%	+$69.2K	0.03%	516
2022 Q4	$415K	Buy	+10,900	New	+$403K	0.03%	545

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

IHT Wealth Management's LVHD Position: Q3 2024 in Review

IHT Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2024, closing a stake of 7,527 shares — an estimated $270K sold.

IHT Wealth Management first reported a position in LVHD in Q4 2022 and held it in 7 quarters. The position peaked at $475K in Q1 2023. 83 funds tracked by Wall St. Rank hold LVHD as of Q3 2024.

IHT Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2024 after selling out during the quarter.
IHT Wealth Management sold 7,527 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2024, an estimated $270K.
IHT Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and held it in 7 quarters.
IHT Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $475K 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 IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.