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

Kingsview 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
2020
Q2 		– Sell
-7,817
Closed -$201K – 639
2020
Q1 		$201K Buy
+7,817
New +$247K 0.03% 428

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Kingsview Wealth Management's LVHD Position: Q2 2020 in Review

Kingsview Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2020, closing a stake of 7,817 shares — an estimated $201K sold.

Kingsview Wealth Management first reported a position in LVHD in Q1 2020 and held it in 1 quarter. The position peaked at $201K in Q1 2020. 67 funds tracked by Wall St. Rank hold LVHD as of Q2 2020.

  • Kingsview Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 7,817 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2020, an estimated $201K.
  • Kingsview Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $201K in Q1 2020.
  • 67 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2020.

Based on Kingsview Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.