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Sowell Financial Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-210
Closed -$8K – 1789
2021
Q1 		$8K Hold
210
– – ﹤0.01% 2407
2020
Q4 		$7K Hold
210
– – ﹤0.01% 2163
2020
Q3 		$6K Hold
210
– – ﹤0.01% 1950
2020
Q2 		$6K Buy
+210
New +$5.88K ﹤0.01% 1844

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's LVHD Position: Q2 2021 in Review

Sowell Financial Services sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2021, closing a stake of 210 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in LVHD in Q2 2020 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 74 funds tracked by Wall St. Rank hold LVHD as of Q2 2021.

  • Sowell Financial Services reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 210 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $8K in Q1 2021.
  • 74 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.