Sowell Financial Services’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-528	Closed	-$14K	–	1791
2021 Q1	$14K	Sell	528 -402	-43%	-$9.75K	﹤0.01%	2193
2020 Q4	$22K	Sell	930 -994	-52%	-$22.7K	﹤0.01%	1703
2020 Q3	$42K	Buy	1,924 +3	+0.2%	+$67	﹤0.01%	1275
2020 Q2	$42K	Sell	1,921 -3,857	-67%	-$82.5K	﹤0.01%	1212
2020 Q1	$119K	Buy	5,778 +3,004	+108%	+$74.9K	0.01%	795
2019 Q4	$74K	Buy	+2,774	New	+$75.3K	0.01%	998

Other funds holding LVHI

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

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return