WQ
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Wealth Quarterback’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Wealth Quarterback’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
2020
Q1 		– Sell
-24,263
Closed -$846 – 1062
2019
Q4 		$846 Buy
+24,263
New +$814K ﹤0.01% 866

Other funds holding LVHD

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealth Quarterback's LVHD Position: Q1 2020 in Review

Wealth Quarterback sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2020, closing a stake of 24,263 shares — an estimated $846 sold.

Wealth Quarterback first reported a position in LVHD in Q4 2019 and held it in 1 quarter. The position peaked at $846 in Q4 2019. 75 funds tracked by Wall St. Rank hold LVHD as of Q1 2020.

  • Wealth Quarterback reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Quarterback sold 24,263 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2020, an estimated $846.
  • Wealth Quarterback first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Quarterback's Franklin US Low Volatility High Dividend Index ETF position peaked at $846 in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.