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

Spire 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
2025 Q1	–	Sell	-400	Closed	-$15.3K	–	2536
2024 Q4	$15.3K	Sell	400 -6,865	-94%	-$275K	﹤0.01%	1708
2024 Q3	$296K	Buy	7,265 +180	+3%	+$6.95K	0.01%	643
2024 Q2	$254K	Sell	7,085 -42,992	-86%	-$1.55M	0.01%	657
2024 Q1	$1.84M	Buy	50,077 +1,370	+3%	+$48.9K	0.03%	263
2023 Q4	$1.74M	Sell	48,707 -9,011	-16%	-$311K	0.06%	263
2023 Q3	$1.96M	Buy	57,718 +2,862	+5%	+$104K	0.07%	222
2023 Q2	$2.01M	Buy	54,856 +6,852	+14%	+$252K	0.07%	232
2023 Q1	$1.79M	Buy	48,004 +31,677	+194%	+$1.19M	0.07%	242
2022 Q4	$621K	Buy	16,327 +5,095	+45%	+$189K	0.03%	321
2022 Q3	$384K	Buy	11,232 +10,832	+2,708%	+$412K	0.02%	388
2022 Q2	$15K	Hold	400	–	–	﹤0.01%	1777
2022 Q1	$16K	Hold	400	–	–	﹤0.01%	1890
2021 Q4	$16K	Hold	400	–	–	﹤0.01%	2204
2021 Q3	$14K	Hold	400	–	–	﹤0.01%	1990
2021 Q2	$15K	Hold	400	–	–	﹤0.01%	1988
2021 Q1	$14K	Buy	+400	New	+$13.3K	﹤0.01%	2299

Other funds holding LVHD

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Spire Wealth Management's LVHD Position: Q1 2025 in Review

Spire Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2025, closing a stake of 400 shares — an estimated $15.3K sold.

Spire Wealth Management first reported a position in LVHD in Q1 2021 and held it in 16 quarters. The position peaked at $2.01M in Q2 2023. 85 funds tracked by Wall St. Rank hold LVHD as of Q1 2025.

Spire Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2025 after selling out during the quarter.
Spire Wealth Management sold 400 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2025, an estimated $15.3K.
Spire Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2021 and held it in 16 quarters.
Spire Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $2.01M in Q2 2023.
85 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.