Summit Investment Advisory Services’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Summit Investment Advisory 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
2023 Q4	–	Sell	-7,454	Closed	-$253K	–	65
2023 Q3	$253K	Buy	7,454 +1,402	+23%	+$50.9K	0.19%	44
2023 Q2	$222K	Hold	6,052	–	–	0.15%	53
2023 Q1	$226K	Hold	6,052	–	–	0.16%	48
2022 Q4	$230K	Buy	+6,052	New	+$224K	0.28%	44

Other funds holding LVHD

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AFG

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

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Summit Investment Advisory Services's LVHD Position: Q4 2023 in Review

Summit Investment Advisory Services sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2023, closing a stake of 7,454 shares — an estimated $253K sold.

Summit Investment Advisory Services first reported a position in LVHD in Q4 2022 and held it in 4 quarters. The position peaked at $253K in Q3 2023. 112 funds tracked by Wall St. Rank hold LVHD as of Q4 2023.

Summit Investment Advisory Services reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2023 after selling out during the quarter.
Summit Investment Advisory Services sold 7,454 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2023, an estimated $253K.
Summit Investment Advisory Services first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and held it in 4 quarters.
Summit Investment Advisory Services's Franklin US Low Volatility High Dividend Index ETF position peaked at $253K in Q3 2023.
112 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2023.

Based on Summit Investment Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.