Realta Investment Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Realta Investment Advisors’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
2020 Q1	–	Sell	-904	Closed	-$24K	–	932
2019 Q4	$24K	Hold	904	–	–	0.01%	865
2019 Q3	$24K	Hold	904	–	–	0.01%	866
2019 Q2	$24K	Buy	+904	New	+$23.6K	0.01%	872

Other funds holding LVHI

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Realta Investment Advisors's LVHI Position: Q1 2020 in Review

Realta Investment Advisors sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2020, closing a stake of 904 shares — an estimated $24K sold.

Realta Investment Advisors first reported a position in LVHI in Q2 2019 and held it in 3 quarters. The position peaked at $24K in Q4 2019. 18 funds tracked by Wall St. Rank hold LVHI as of Q1 2020.

Realta Investment Advisors reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 904 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2020, an estimated $24K.
Realta Investment Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2019 and held it in 3 quarters.
Realta Investment Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $24K in Q4 2019.
18 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.