Joseph P. Lucia & Associates’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-170	Closed	-$6K	–	291
2022 Q2	$6K	Hold	170	–	–	﹤0.01%	337
2022 Q1	$7K	Buy	+170	New	+$6.63K	﹤0.01%	342
2021 Q4	–	Sell	-170	Closed	-$6K	–	365
2021 Q3	$6K	Hold	170	–	–	﹤0.01%	424
2021 Q2	$6K	Hold	170	–	–	﹤0.01%	430
2021 Q1	$6K	Buy	+170	New	+$5.65K	﹤0.01%	410

Other funds holding LVHD

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Joseph P. Lucia & Associates's LVHD Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2022, closing a stake of 170 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in LVHD in Q1 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 82 funds tracked by Wall St. Rank hold LVHD as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 170 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2022, an estimated $6K.
Joseph P. Lucia & Associates first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2021 and held it in 5 quarters.
Joseph P. Lucia & Associates's Franklin US Low Volatility High Dividend Index ETF position peaked at $7K in Q1 2022.
82 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.