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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
Q1 		$501K Sell
12,369
-2,940
-19% -$116K 0.04% 277
2025
Q4 		$564K Sell
15,309
-265
-2% -$9.54K 0.03% 403
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
LPL Financial San Diego, California $377B 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 $530B 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 $432B 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 $666B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors's LVHI Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 19% in Q1 2026, selling an estimated $116K and leaving 12,369 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #277.

Arete Wealth Advisors first reported a position in LVHI in Q3 2024 and has held it in 7 quarters since. The position peaked at $564K in Q4 2025. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Arete Wealth Advisors held 12,369 shares of Franklin International Low Volatility High Dividend Index ETF worth $501K as of Q1 2026.
  • Arete Wealth Advisors sold 2,940 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $116K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.04% of Arete Wealth Advisors's portfolio in Q1 2026, its #277 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 7 quarters since.
  • Arete Wealth Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $564K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.