Aptus Capital Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Aptus Capital Advisors’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	$421K	Buy	+10,365	New	+$423K	﹤0.01%	844
2025 Q1	–	Sell	-9,725	Closed	-$297K	–	1474
2024 Q4	$297K	Buy	+9,725	New	+$301K	﹤0.01%	772

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

Aptus Capital Advisors's LVHI Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 10,365 shares worth $421K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in LVHI as recently as Q4 2024.

Aptus Capital Advisors first reported a position in LVHI in Q4 2024 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Aptus Capital Advisors held 10,365 shares of Franklin International Low Volatility High Dividend Index ETF worth $421K as of Q2 2026.
Franklin International Low Volatility High Dividend Index ETF was a new Aptus Capital Advisors position in Q2 2026.
Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #844 holding.
Aptus Capital Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 2 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.