AWE
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Avidian Wealth Enterprises’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Avidian Wealth Enterprises’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 		$1.34M Buy
32,098
+24,440
+319% +$1.04M 0.04% 270
2026
Q2 		$311K Hold
7,658
– – 0.01% 589
2026
Q1 		$310K Buy
+7,658
New +$301K 0.01% 541

Other funds holding LVHI

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Avidian Wealth Enterprises's LVHI Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 319% in Q3 2026, buying an estimated $1.04M and bringing the position to 32,098 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #270.

Avidian Wealth Enterprises first reported a position in LVHI in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold LVHI as of Q3 2026.

  • Avidian Wealth Enterprises held 32,098 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.34M as of Q3 2026.
  • Avidian Wealth Enterprises bought 24,440 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2026, an estimated $1.04M.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #270 holding.
  • Avidian Wealth Enterprises first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.