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 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

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

Atria Investments's LVHI Position: Q2 2026 in Review

Atria Investments increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 3.7% in Q2 2026, buying an estimated $300K and bringing the position to 203,404 shares worth $8.26M. The position accounts for 0.08% of the portfolio, ranked #258.

Atria Investments first reported a position in LVHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.7M in Q1 2023. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Atria Investments held 203,404 shares of Franklin International Low Volatility High Dividend Index ETF worth $8.26M as of Q2 2026.
Atria Investments bought 7,343 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $300K.
Franklin International Low Volatility High Dividend Index ETF made up 0.08% of Atria Investments's portfolio in Q2 2026, its #258 holding.
Atria Investments first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and has held it in 14 quarters since.
Atria Investments's Franklin International Low Volatility High Dividend Index ETF position peaked at $16.7M in Q1 2023.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.