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WealthPLAN Partners’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

WealthPLAN 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
2023
Q2 		– Sell
-365
Closed -$13.6K – 1340
2023
Q1 		$13.6K Buy
+365
New +$13.7K ﹤0.01% 789

Other funds holding LVHD

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's LVHD Position: Q2 2023 in Review

WealthPLAN Partners sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2023, closing a stake of 365 shares — an estimated $13.6K sold.

WealthPLAN Partners first reported a position in LVHD in Q1 2023 and held it in 1 quarter. The position peaked at $13.6K in Q1 2023. 103 funds tracked by Wall St. Rank hold LVHD as of Q2 2023.

  • WealthPLAN Partners reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 365 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2023, an estimated $13.6K.
  • WealthPLAN Partners first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Franklin US Low Volatility High Dividend Index ETF position peaked at $13.6K in Q1 2023.
  • 103 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.