Bay Capital Advisors’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
2026
Q2
$3.64M Buy
89,748
+11,517
+15% +$470K 1.95% 11
2026
Q1
$3.17M Buy
78,231
+15,269
+24% +$601K 1.95% 12
2025
Q4
$2.32M Buy
62,962
+7,313
+13% +$263K 1.41% 16
2025
Q3
$1.93M Buy
55,649
+15,382
+38% +$523K 1.26% 16
2025
Q2
$1.31M Buy
40,267
+26,964
+203% +$865K 1% 19
2025
Q1
$431K Buy
+13,303
New +$422K 0.36% 64

Other funds holding LVHI

Bay Capital Advisors's LVHI Position: Q2 2026 in Review

Bay Capital Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 15% in Q2 2026, buying an estimated $470K and bringing the position to 89,748 shares worth $3.64M. The position accounts for 1.95% of the portfolio, ranked #11.

Bay Capital Advisors first reported a position in LVHI in Q1 2025 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Bay Capital Advisors held 89,748 shares of Franklin International Low Volatility High Dividend Index ETF worth $3.64M as of Q2 2026.
  • Bay Capital Advisors bought 11,517 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $470K.
  • Franklin International Low Volatility High Dividend Index ETF made up 1.95% of Bay Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Bay Capital Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.