AWM
LVHI icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return