WWM
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Western Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Western Wealth Management’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
-5,690
Closed -$207K – 689
2023
Q4 		$207K Sell
5,690
-280
-5% -$9.66K 0.01% 653
2023
Q3 		$202K Buy
5,970
+5
+0.1% +$181 0.02% 610
2023
Q2 		$219K Sell
5,965
-649
-10% -$23.8K 0.02% 595
2023
Q1 		$247K Sell
6,614
-324
-5% -$12.2K 0.02% 550
2022
Q4 		$264K Sell
6,938
-7,069
-50% -$262K 0.03% 497
2022
Q3 		$478K Sell
14,007
-59,233
-81% -$2.25M 0.03% 499
2022
Q2 		$2.76M Buy
73,240
+31
+0% +$1.21K 0.16% 145
2022
Q1 		$2.91M Buy
73,209
+66,823
+1,046% +$2.6M 0.14% 152
2021
Q4 		$255K Buy
+6,386
New +$242K 0.03% 513
2021
Q2 		$240K Sell
6,586
-1,000
-13% -$36.5K 0.02% 552
2021
Q1 		$265K Sell
7,586
-823
-10% -$27.4K 0.04% 435
2020
Q4 		$273K Sell
8,409
-150
-2% -$4.72K 0.04% 373
2020
Q3 		$254K Sell
8,559
-3,361
-28% -$99.3K 0.04% 367
2020
Q2 		$343K Sell
11,920
-1,500
-11% -$42K 0.06% 287
2020
Q1 		$345K Hold
13,420
– – 0.08% 243
2019
Q4 		$457K Buy
13,420
+5,236
+64% +$176K 0.07% 241
2019
Q3 		$272K Buy
+8,184
New +$267K 0.06% 310

Other funds holding LVHD

AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Western Wealth Management's LVHD Position: Q1 2024 in Review

Western Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2024, closing a stake of 5,690 shares — an estimated $207K sold.

Western Wealth Management first reported a position in LVHD in Q3 2019 and held it in 17 quarters. The position peaked at $2.91M in Q1 2022. 95 funds tracked by Wall St. Rank hold LVHD as of Q1 2024.

  • Western Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2024 after selling out during the quarter.
  • Western Wealth Management sold 5,690 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2024, an estimated $207K.
  • Western Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2019 and held it in 17 quarters.
  • Western Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $2.91M in Q1 2022.
  • 95 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2024.

Based on Western Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.