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Lion Street Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Lion Street Advisors’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
2021
Q3 		– Sell
-2,400
Closed -$87.6K – 164
2021
Q2 		$87.6K Buy
+2,400
New +$87.5K 3.18% 8

Other funds holding LVHD

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Lion Street Advisors's LVHD Position: Q3 2021 in Review

Lion Street Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2021, closing a stake of 2,400 shares — an estimated $87.6K sold.

Lion Street Advisors first reported a position in LVHD in Q2 2021 and held it in 1 quarter. The position peaked at $87.6K in Q2 2021. 71 funds tracked by Wall St. Rank hold LVHD as of Q3 2021.

  • Lion Street Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2021 after selling out during the quarter.
  • Lion Street Advisors sold 2,400 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2021, an estimated $87.6K.
  • Lion Street Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2021 and held it in 1 quarter.
  • Lion Street Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $87.6K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2021.

Based on Lion Street Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.