Axis Wealth Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Axis Wealth Partners’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	$1.46M	Buy	35,969 +5,809	+19%	+$237K	0.7%	40
2026 Q1	$1.22M	Buy	30,160 +4,182	+16%	+$165K	0.65%	48
2025 Q4	$957K	Buy	25,978 +2,342	+10%	+$84.3K	0.53%	58
2025 Q3	$821K	Buy	23,636 +1,844	+8%	+$62.7K	0.48%	59
2025 Q2	$709K	Buy	21,792 +3,433	+19%	+$110K	0.47%	59
2025 Q1	$594K	Buy	18,359 +4,570	+33%	+$145K	0.44%	64
2024 Q4	$421K	Buy	+13,789	New	+$427K	0.35%	86

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

Axis Wealth Partners's LVHI Position: Q2 2026 in Review

Axis Wealth Partners increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 19% in Q2 2026, buying an estimated $237K and bringing the position to 35,969 shares worth $1.46M. The position accounts for 0.7% of the portfolio, ranked #40.

Axis Wealth Partners first reported a position in LVHI in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Axis Wealth Partners held 35,969 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.46M as of Q2 2026.
Axis Wealth Partners bought 5,809 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $237K.
Franklin International Low Volatility High Dividend Index ETF made up 0.7% of Axis Wealth Partners's portfolio in Q2 2026, its #40 holding.
Axis Wealth Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.