Atria Investments’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Atria Investments’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 Q3	$8.16M	Sell	195,672 -7,732	-4%	-$328K	0.08%	272
2026 Q2	$8.26M	Buy	203,404 +7,343	+4%	+$300K	0.08%	258
2026 Q1	$7.95M	Buy	196,061 +6,318	+3%	+$249K	0.09%	246
2025 Q4	$6.99M	Buy	189,743 +4,072	+2%	+$147K	0.08%	277
2025 Q3	$6.45M	Sell	185,671 -79,131	-30%	-$2.69M	0.07%	304
2025 Q2	$8.62M	Buy	264,802 +11,178	+4%	+$359K	0.1%	226
2025 Q1	$8.21M	Buy	253,624 +19,791	+8%	+$627K	0.11%	227
2024 Q4	$7.14M	Buy	233,833 +21,390	+10%	+$662K	0.09%	260
2024 Q3	$6.6M	Sell	212,443 -1,634	-0.8%	-$49.7K	0.08%	279
2024 Q2	$6.35M	Buy	214,077 +2,003	+0.9%	+$59.9K	0.08%	274
2024 Q1	$6.32M	Sell	212,074 -175,491	-45%	-$4.98M	0.09%	279
2023 Q4	$10.7M	Sell	387,565 -133,164	-26%	-$3.65M	0.17%	142
2023 Q3	$14.2M	Buy	520,729 +202,590	+64%	+$5.53M	0.25%	80
2023 Q2	$8.65M	Sell	318,139 -301,908	-49%	-$8.26M	0.16%	153
2023 Q1	$16.7M	Buy	+620,047	New	+$16.5M	0.32%	67

Other funds holding LVHI

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Atria Investments's LVHI Position: Q3 2026 in Review

Atria Investments reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 3.8% in Q3 2026, selling an estimated $328K and leaving 195,672 shares worth $8.16M. The position accounts for 0.08% of the portfolio, ranked #272.

Atria Investments first reported a position in LVHI in Q1 2023 and has held it in 15 quarters since. The position peaked at $16.7M in Q1 2023. 57 funds tracked by Wall St. Rank hold LVHI as of Q3 2026.

Atria Investments held 195,672 shares of Franklin International Low Volatility High Dividend Index ETF worth $8.16M as of Q3 2026.
Atria Investments sold 7,732 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2026, an estimated $328K.
Franklin International Low Volatility High Dividend Index ETF made up 0.08% of Atria Investments's portfolio in Q3 2026, its #272 holding.
Atria Investments first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and has held it in 15 quarters since.
Atria Investments's Franklin International Low Volatility High Dividend Index ETF position peaked at $16.7M in Q1 2023.
57 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.