Koshinski Asset Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Koshinski Asset Management’s Portfolio LVHI Stock Details LVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,671	Closed	-$230K	–	653
2024 Q2	$230K	Sell	7,671 -353	-4%	-$10.6K	0.02%	532
2024 Q1	$239K	Sell	8,024 -10,912	-58%	-$310K	0.02%	492
2023 Q4	$524K	Buy	18,936 +4,154	+28%	+$114K	0.08%	266
2023 Q3	$403K	Buy	14,782 +50	+0.3%	+$1.36K	0.05%	376
2023 Q2	$401K	Sell	14,732 -3,359	-19%	-$91.8K	0.04%	389
2023 Q1	$488K	Buy	+18,091	New	+$482K	0.05%	329

Other funds holding LVHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Koshinski Asset Management's LVHI Position: Q3 2024 in Review

Koshinski Asset Management sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q3 2024, closing a stake of 7,671 shares — an estimated $230K sold.

Koshinski Asset Management first reported a position in LVHI in Q1 2023 and held it in 6 quarters. The position peaked at $524K in Q4 2023. 150 funds tracked by Wall St. Rank hold LVHI as of Q3 2024.

Koshinski Asset Management reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q3 2024 after selling out during the quarter.
Koshinski Asset Management sold 7,671 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2024, an estimated $230K.
Koshinski Asset Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and held it in 6 quarters.
Koshinski Asset Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $524K in Q4 2023.
150 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2024.

Based on Koshinski Asset Management's 13F filing for Q3 2024, filed 10 Oct 2024.