TBH Global Asset Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

TBH Global Asset 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
2024 Q2	–	Sell	-11,760	Closed	-$433K	–	234
2024 Q1	$433K	Buy	11,760 +1,169	+11%	+$41.7K	0.09%	172
2023 Q4	$385K	Sell	10,591 -6,284	-37%	-$217K	0.08%	177
2023 Q3	$572K	Sell	16,875 -511	-3%	-$18.5K	0.11%	141
2023 Q2	$638K	Buy	+17,386	New	+$638K	0.12%	125

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

TBH Global Asset Management's LVHD Position: Q2 2024 in Review

TBH Global Asset Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2024, closing a stake of 11,760 shares — an estimated $433K sold.

TBH Global Asset Management first reported a position in LVHD in Q2 2023 and held it in 4 quarters. The position peaked at $638K in Q2 2023. 88 funds tracked by Wall St. Rank hold LVHD as of Q2 2024.

TBH Global Asset Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2024 after selling out during the quarter.
TBH Global Asset Management sold 11,760 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2024, an estimated $433K.
TBH Global Asset Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2023 and held it in 4 quarters.
TBH Global Asset Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $638K 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 TBH Global Asset Management's 13F filing for Q2 2024, filed 5 Aug 2024.