Thurston Springer Miller Herd & Titak’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Thurston Springer Miller Herd & Titak’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
2026 Q2	$6.75K	Buy	153 +1	+0.7%	+$43	﹤0.01%	924
2026 Q1	$6.48K	Buy	152 +2	+1%	+$85	﹤0.01%	1005
2025 Q4	$6K	Buy	+150	New	+$6.07K	﹤0.01%	1066
2025 Q3	–	Sell	-448	Closed	-$17.9K	–	1024
2025 Q2	$17.9K	Buy	448 +301	+205%	+$11.9K	﹤0.01%	983
2025 Q1	$6.03K	Buy	147 +2	+1%	+$79	﹤0.01%	1235
2024 Q4	$5.58K	Buy	145 +1	+0.7%	+$40	﹤0.01%	993
2024 Q3	$5.88K	Buy	144 +2	+1%	+$77	﹤0.01%	1156
2024 Q2	$5.12K	Buy	+142	New	+$5.11K	﹤0.01%	1166

Other funds holding LVHD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return