Sterling Investment Advisors (Pennsylvania)’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-842	Closed	-$32K	–	332
2022 Q2	$32K	Buy	842 +6	+0.7%	+$233	0.01%	277
2022 Q1	$33K	Buy	836 +6	+0.7%	+$234	0.01%	304
2021 Q4	$33K	Buy	830 +5	+0.6%	+$189	0.01%	304
2021 Q3	$30K	Buy	825 +6	+0.7%	+$223	0.01%	310
2021 Q2	$30K	Buy	819 +5	+0.6%	+$182	0.01%	310
2021 Q1	$28K	Buy	814 +7	+0.9%	+$233	0.01%	293
2020 Q4	$26K	Buy	807 +7	+0.9%	+$220	0.01%	285
2020 Q3	$24K	Sell	800 -1,000	-56%	-$29.6K	0.01%	269
2020 Q2	$51K	Hold	1,800	–	–	0.02%	210
2020 Q1	$46K	Hold	1,800	–	–	0.02%	194
2019 Q4	$61K	Hold	1,800	–	–	0.03%	186
2019 Q3	$60K	Hold	1,800	–	–	0.03%	189
2019 Q2	$58K	Hold	1,800	–	–	0.03%	191
2019 Q1	$57K	Hold	1,800	–	–	0.03%	197
2018 Q4	$51K	Hold	1,800	–	–	0.03%	194
2018 Q3	$55K	Hold	1,800	–	–	0.03%	213
2018 Q2	$53K	Hold	1,800	–	–	0.03%	201
2018 Q1	$53K	Buy	+1,800	New	+$55K	0.03%	192

Other funds holding LVHD

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s LVHD Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2022, closing a stake of 842 shares — an estimated $32K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in LVHD in Q1 2018 and held it in 18 quarters. The position peaked at $61K in Q4 2019. 82 funds tracked by Wall St. Rank hold LVHD as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 842 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2022, an estimated $32K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2018 and held it in 18 quarters.
Sterling Investment Advisors (Pennsylvania)'s Franklin US Low Volatility High Dividend Index ETF position peaked at $61K in Q4 2019.
82 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.