Arete Wealth Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Arete Wealth 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	$460K	Sell	11,337 -1,032	-8%	-$42.2K	0.03%	294
2026 Q1	$501K	Sell	12,369 -2,940	-19%	-$116K	0.04%	277
2025 Q4	$564K	Sell	15,309 -265	-2%	-$9.54K	0.04%	288
2025 Q3	$542K	Sell	15,574 -96	-0.6%	-$3.27K	0.03%	415
2025 Q2	$510K	Buy	15,670 +7,677	+96%	+$246K	0.04%	406
2025 Q1	$259K	Sell	7,993 -642	-7%	-$20.4K	0.02%	588
2024 Q4	$263K	Sell	8,635 -2,648	-23%	-$82K	0.02%	604
2024 Q3	$350K	Buy	+11,283	New	+$343K	0.03%	478

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

Arete Wealth Advisors's LVHI Position: Q2 2026 in Review

Arete Wealth Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 8.3% in Q2 2026, selling an estimated $42.2K and leaving 11,337 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #294.

Arete Wealth Advisors first reported a position in LVHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $564K in Q4 2025. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Arete Wealth Advisors held 11,337 shares of Franklin International Low Volatility High Dividend Index ETF worth $460K as of Q2 2026.
Arete Wealth Advisors sold 1,032 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $42.2K.
Franklin International Low Volatility High Dividend Index ETF made up 0.03% of Arete Wealth Advisors's portfolio in Q2 2026, its #294 holding.
Arete Wealth Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2024 and has held it in 8 quarters since.
Arete Wealth Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $564K in Q4 2025.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.