Stonebridge Financial Planning Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Stonebridge Financial Planning Group’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 Q1	–	Sell	-500	Closed	-$20K	–	260
2021 Q4	$20K	Hold	500	–	–	0.01%	298
2021 Q3	$19K	Hold	500	–	–	0.01%	299
2021 Q2	$18K	Hold	500	–	–	0.01%	307
2021 Q1	$18K	Hold	500	–	–	0.01%	309
2020 Q4	$16K	Hold	500	–	–	0.01%	290
2020 Q3	$15K	Sell	500 -1,200	-71%	-$35.5K	0.01%	286
2020 Q2	$49K	Hold	1,700	–	–	0.04%	182
2020 Q1	$46K	Buy	1,700 +700	+70%	+$22.1K	0.05%	176
2019 Q4	$34K	Buy	+1,000	New	+$33.5K	0.03%	192

Other funds holding LVHD

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stonebridge Financial Planning Group's LVHD Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2022, closing a stake of 500 shares — an estimated $20K sold.

Stonebridge Financial Planning Group first reported a position in LVHD in Q4 2019 and held it in 9 quarters. The position peaked at $49K in Q2 2020. 79 funds tracked by Wall St. Rank hold LVHD as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 500 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2022, an estimated $20K.
Stonebridge Financial Planning Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Franklin US Low Volatility High Dividend Index ETF position peaked at $49K in Q2 2020.
79 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.