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

Tennessee Valley Asset Management Partners’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 Q1	–	Sell	-36,683	Closed	-$937K	–	111
2022 Q4	$937K	Buy	+36,683	New	+$940K	0.33%	40

Other funds holding LVHI

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

CAG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFS

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

RJFSA

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tennessee Valley Asset Management Partners's LVHI Position: Q1 2023 in Review

Tennessee Valley Asset Management Partners sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2023, closing a stake of 36,683 shares — an estimated $937K sold.

Tennessee Valley Asset Management Partners first reported a position in LVHI in Q4 2022 and held it in 1 quarter. The position peaked at $937K in Q4 2022. 76 funds tracked by Wall St. Rank hold LVHI as of Q1 2023.

Tennessee Valley Asset Management Partners reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q1 2023 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 36,683 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2023, an estimated $937K.
Tennessee Valley Asset Management Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2022 and held it in 1 quarter.
Tennessee Valley Asset Management Partners's Franklin International Low Volatility High Dividend Index ETF position peaked at $937K in Q4 2022.
76 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2023.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2023, filed 17 Apr 2023.