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

MinichMacGregor 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
2023
Q1 		– Sell
-1,221
Closed -$46.4K – 395
2022
Q4 		$46.4K Buy
+1,221
New +$45.2K 0.02% 188

Other funds holding LVHD

MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MinichMacGregor Wealth Management's LVHD Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2023, closing a stake of 1,221 shares — an estimated $46.4K sold.

MinichMacGregor Wealth Management first reported a position in LVHD in Q4 2022 and held it in 1 quarter. The position peaked at $46.4K in Q4 2022. 104 funds tracked by Wall St. Rank hold LVHD as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,221 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2023, an estimated $46.4K.
  • MinichMacGregor Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $46.4K in Q4 2022.
  • 104 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.