Atlantic Private Wealth’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Atlantic Private Wealth’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
2025 Q4	–	Sell	-6,457	Closed	-$224K	–	400
2025 Q3	$224K	Hold	6,457	–	–	0.14%	48
2025 Q2	$210K	Hold	6,457	–	–	0.14%	50
2025 Q1	$209K	Hold	6,457	–	–	0.15%	56
2024 Q4	$197K	Hold	6,457	–	–	0.15%	43
2024 Q3	$201K	Hold	6,457	–	–	0.15%	41
2024 Q2	$191K	Hold	6,457	–	–	0.16%	38
2024 Q1	$192K	Hold	6,457	–	–	0.16%	38
2023 Q4	$179K	Hold	6,457	–	–	0.16%	39
2023 Q3	$176K	Hold	6,457	–	–	0.18%	34
2023 Q2	$176K	Buy	+6,457	New	+$177K	0.18%	35

Other funds holding LVHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlantic Private Wealth's LVHI Position: Q4 2025 in Review

Atlantic Private Wealth sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q4 2025, closing a stake of 6,457 shares — an estimated $224K sold.

Atlantic Private Wealth first reported a position in LVHI in Q2 2023 and held it in 10 quarters. The position peaked at $224K in Q3 2025. 279 funds tracked by Wall St. Rank hold LVHI as of Q4 2025.

Atlantic Private Wealth reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q4 2025 after selling out during the quarter.
Atlantic Private Wealth sold 6,457 Franklin International Low Volatility High Dividend Index ETF shares in Q4 2025, an estimated $224K.
Atlantic Private Wealth first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2023 and held it in 10 quarters.
Atlantic Private Wealth's Franklin International Low Volatility High Dividend Index ETF position peaked at $224K in Q3 2025.
279 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2025.

Based on Atlantic Private Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.