TCI Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

TCI Wealth Advisors’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	-43	Closed	-$2K	–	2453
2022 Q2	$2K	Buy	+43	New	+$1.67K	﹤0.01%	2011
2021 Q4	–	Sell	-249	Closed	-$9K	–	2435
2021 Q3	$9K	Buy	+249	New	+$9.27K	﹤0.01%	1176

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 $1.55B AUM 19.86% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

TCI Wealth Advisors's LVHD Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q3 2022, closing a stake of 43 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in LVHD in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 82 funds tracked by Wall St. Rank hold LVHD as of Q3 2022.

TCI Wealth Advisors reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 43 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2022, an estimated $2K.
TCI Wealth Advisors first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2021 and held it in 2 quarters.
TCI Wealth Advisors's Franklin US Low Volatility High Dividend Index ETF position peaked at $9K in Q3 2021.
82 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.