TCWP’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

TCWP’s Portfolio LVHI Stock Details LVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-239,042	Closed	-$6.44M	–	219
2023 Q1	$6.44M	Buy	+239,042	New	+$6.37M	1.22%	17

Other funds holding LVHI

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

TCWP's LVHI Position: Q2 2023 in Review

TCWP sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2023, closing a stake of 239,042 shares — an estimated $6.44M sold.

TCWP first reported a position in LVHI in Q1 2023 and held it in 1 quarter. The position peaked at $6.44M in Q1 2023. 89 funds tracked by Wall St. Rank hold LVHI as of Q2 2023.

TCWP reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2023 after selling out during the quarter.
TCWP sold 239,042 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2023, an estimated $6.44M.
TCWP first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and held it in 1 quarter.
TCWP's Franklin International Low Volatility High Dividend Index ETF position peaked at $6.44M in Q1 2023.
89 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.