TAP Consulting’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

TAP Consulting’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
2024 Q2	–	Sell	-95,234	Closed	-$3.51M	–	161
2024 Q1	$3.51M	Buy	95,234 +103	+0.1%	+$3.67K	0.77%	33
2023 Q4	$3.46M	Sell	95,131 -20,620	-18%	-$711K	0.83%	31
2023 Q3	$3.92M	Buy	115,751 +1,056	+0.9%	+$38.3K	1.01%	30
2023 Q2	$4.21M	Buy	114,695 +7,247	+7%	+$266K	1.03%	26
2023 Q1	$4.01M	Buy	107,448 +4,912	+5%	+$185K	0.98%	30
2022 Q4	$3.9M	Buy	+102,536	New	+$3.8M	1.02%	24

Other funds holding LVHD

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAS

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

TAP Consulting's LVHD Position: Q2 2024 in Review

TAP Consulting sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2024, closing a stake of 95,234 shares — an estimated $3.51M sold.

TAP Consulting first reported a position in LVHD in Q4 2022 and held it in 6 quarters. The position peaked at $4.21M in Q2 2023. 88 funds tracked by Wall St. Rank hold LVHD as of Q2 2024.

TAP Consulting reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2024 after selling out during the quarter.
TAP Consulting sold 95,234 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2024, an estimated $3.51M.
TAP Consulting first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and held it in 6 quarters.
TAP Consulting's Franklin US Low Volatility High Dividend Index ETF position peaked at $4.21M in Q2 2023.
88 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2024.

Based on TAP Consulting's 13F filing for Q2 2024, filed 6 Aug 2024.