Avantax Advisory Services’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.55M Buy
231,842
+105,416
+83% +$3.38M 0.04% 334
2025
Q1
$4.09M Buy
126,426
+21,796
+21% +$691K 0.02% 483
2024
Q4
$3.19M Buy
104,630
+4,582
+5% +$142K 0.02% 542
2024
Q3
$3.11M Buy
100,048
+18,659
+23% +$568K 0.02% 530
2024
Q2
$2.41M Sell
81,389
-12,125
-13% -$362K 0.02% 591
2024
Q1
$2.78M Buy
93,514
+487
+0.5% +$13.8K 0.02% 451
2023
Q4
$2.57M Sell
93,027
-7,203
-7% -$198K 0.03% 438
2023
Q3
$2.73M Buy
100,230
+40,266
+67% +$1.1M 0.03% 375
2023
Q2
$1.63M Sell
59,964
-17,425
-23% -$476K 0.02% 520
2023
Q1
$2.09M Buy
77,389
+15,187
+24% +$405K 0.03% 434
2022
Q4
$1.59M Buy
62,202
+29,478
+90% +$756K 0.02% 487
2022
Q3
$789K Buy
+32,724
New +$841K 0.01% 628

Other funds holding LVHI

Avantax Advisory Services's LVHI Position: Q2 2025 in Review

Avantax Advisory Services increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 83% in Q2 2025, buying an estimated $3.38M and bringing the position to 231,842 shares worth $7.55M. The position accounts for 0.04% of the portfolio, ranked #334.

Avantax Advisory Services first reported a position in LVHI in Q3 2022 and has held it in 12 quarters since. 232 funds tracked by Wall St. Rank hold LVHI as of Q2 2025.

  • Avantax Advisory Services held 231,842 shares of Franklin International Low Volatility High Dividend Index ETF worth $7.55M as of Q2 2025.
  • Avantax Advisory Services bought 105,416 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2025, an estimated $3.38M.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #334 holding.
  • Avantax Advisory Services first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2022 and has held it in 12 quarters since.
  • 232 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.