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Silver Oak Securities’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Silver Oak Securities’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
2024
Q1 		– Sell
-6,290
Closed -$229K – 517
2023
Q4 		$229K Buy
+6,290
New +$217K 0.03% 431
2022
Q2 		– Sell
-47,375
Closed -$1.92M – 316
2022
Q1 		$1.92M Buy
+47,375
New +$1.85M 0.39% 57

Other funds holding LVHD

AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Silver Oak Securities's LVHD Position: Q1 2024 in Review

Silver Oak Securities sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2024, closing a stake of 6,290 shares — an estimated $229K sold.

Silver Oak Securities first reported a position in LVHD in Q1 2022 and held it in 2 quarters. The position peaked at $1.92M in Q1 2022. 95 funds tracked by Wall St. Rank hold LVHD as of Q1 2024.

  • Silver Oak Securities reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2024 after selling out during the quarter.
  • Silver Oak Securities sold 6,290 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2024, an estimated $229K.
  • Silver Oak Securities first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2022 and held it in 2 quarters.
  • Silver Oak Securities's Franklin US Low Volatility High Dividend Index ETF position peaked at $1.92M in Q1 2022.
  • 95 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2024.

Based on Silver Oak Securities's 13F filing for Q1 2024, filed 10 May 2024.