XML Financial, LLC

Position in LVHD — Franklin U.S. Low Volatility High Dividend Index ETF

CIK 1800465 BETHESDA, MD

All Filings in LVHD

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 LVHD	$1,653,243	38,845	-13.4%	Shares	Sole	2026-04-16
2025-12-31 LVHD	$1,788,627	44,848	+7.2%	Shares	Sole	2026-02-11
2025-09-30 LVHD	$1,730,079	41,850	-0.7%	Shares	Sole	2025-10-20
2025-06-30 LVHD	$1,680,736	42,166	+3.5%	Shares	Sole	2025-07-17
2025-03-31 LVHD	$1,669,199	40,742	-8.8%	Shares	Sole	2025-04-22
2024-12-31 LVHD	$1,713,311	44,664	-9.4%	Shares	Sole	2025-01-17
2024-09-30 LVHD	$2,006,925	49,286	+5.8%	Shares	Sole	2024-11-01
2024-06-30 LVHD	$1,669,280	46,598	+0.9%	Shares	Sole	2024-07-22
2024-03-31 LVHD	$1,702,081	46,202	+11.8%	Shares	Sole	2024-05-15
2023-12-31 LVHD	$1,502,781	41,342	-2.5%	Shares	Sole	2024-02-14
2023-09-30 LVHD	$1,435,936	42,383	-83.2%	Shares	Sole	2023-11-06
2023-06-30 LVHD	$9,253,711	252,351	-18.8%	Shares	Sole	2023-08-07
2023-03-31 LVHD	$11,580,771	310,643	+5.8%	Shares	Sole	2023-05-15
2022-12-31 LVHD	$11,172,918	293,715	+0.2%	Shares	Sole	2023-02-10
2022-09-30 LVHD	$10,011,100	293,065	+6.8%	Shares	Sole	2022-11-04
2022-06-30 LVHD	$10,334,651	274,347	+2.6%	Shares	Sole	2022-08-01
2022-03-31 LVHD	$10,617,154	267,502	+2.0%	Shares	Sole	2022-05-02
2021-12-31 LVHD	$10,503,372	262,322	+0.8%	Shares	Sole	2022-02-01
2021-09-30 LVHD	$9,361,826	260,123	+2.7%	Shares	Sole	2021-11-01
2021-06-30 LVHD	$9,243,375	253,382	+2.5%	Shares	Sole	2021-08-10
2021-03-31 LVHD	$8,638,813	247,141	-1.0%	Shares	Sole	2021-05-14
2020-12-31 LVHD	$8,098,711	249,729	+3.2%	Shares	Sole	2021-02-08
2020-09-30 LVHD	$7,167,862	241,994	+12.3%	Shares	Sole	2020-11-13
2020-06-30 LVHD	$6,202,752	215,538	+14.2%	Shares	Sole	2020-07-31
2020-03-31 LVHD	$4,865,530	188,806	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.