AE Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

AE Wealth Management’s Portfolio LVHI Stock Details LVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Sell	6,308 -241	-4%	-$9.84K	﹤0.01%	1571
2026 Q1	$266K	Buy	6,549 +2,025	+45%	+$79.7K	﹤0.01%	1455
2025 Q4	$167K	Sell	4,524 -36,749	-89%	-$1.32M	﹤0.01%	1561
2025 Q3	$1.43M	Buy	+41,273	New	+$1.4M	0.01%	655
2025 Q2	–	Sell	-138,114	Closed	-$4.47M	–	2223
2025 Q1	$4.47M	Buy	138,114 +137,911	+67,936%	+$4.37M	0.04%	359
2024 Q4	$6.2K	Buy	+203	New	+$6.29K	﹤0.01%	1898
2024 Q1	–	Sell	-7,339	Closed	-$205K	–	1639
2023 Q4	$205K	Sell	7,339 -4,935	-40%	-$135K	﹤0.01%	1881
2023 Q3	$335K	Buy	+12,274	New	+$335K	﹤0.01%	1568

Other funds holding LVHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's LVHI Position: Q2 2026 in Review

AE Wealth Management reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 3.7% in Q2 2026, selling an estimated $9.84K and leaving 6,308 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

AE Wealth Management first reported a position in LVHI in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.47M in Q1 2025. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

AE Wealth Management held 6,308 shares of Franklin International Low Volatility High Dividend Index ETF worth $256K as of Q2 2026.
AE Wealth Management sold 241 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $9.84K.
Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1571 holding.
AE Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2023 and has held it in 8 quarters since.
AE Wealth Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $4.47M in Q1 2025.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.