Tennessee Valley Asset Management Partners’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Tennessee Valley Asset Management Partners’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 Q1	–	Sell	-57,618	Closed	-$2.09M	–	471
2023 Q4	$2.09M	Buy	57,618 +27,070	+89%	+$934K	0.29%	47
2023 Q3	$1.03M	Sell	30,548 -1	-0%	-$36	0.34%	41
2023 Q2	$1.12M	Buy	30,549 +875	+3%	+$32.1K	0.36%	37
2023 Q1	$1.11M	Sell	29,674 -448	-1%	-$16.8K	0.36%	36
2022 Q4	$1.15M	Buy	+30,122	New	+$1.11M	0.4%	35

Other funds holding LVHD

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Tennessee Valley Asset Management Partners's LVHD Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2024, closing a stake of 57,618 shares — an estimated $2.09M sold.

Tennessee Valley Asset Management Partners first reported a position in LVHD in Q4 2022 and held it in 5 quarters. The position peaked at $2.09M in Q4 2023. 95 funds tracked by Wall St. Rank hold LVHD as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 57,618 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2024, an estimated $2.09M.
Tennessee Valley Asset Management Partners first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2022 and held it in 5 quarters.
Tennessee Valley Asset Management Partners's Franklin US Low Volatility High Dividend Index ETF position peaked at $2.09M in Q4 2023.
95 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.