Bay Colony Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Bay Colony Advisors’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	$344K	Buy	8,466 +2,218	+35%	+$90.6K	0.04%	349
2026 Q1	$253K	Sell	6,248 -500	-7%	-$19.7K	0.03%	421
2025 Q4	$248K	Buy	+6,748	New	+$243K	0.03%	429
2025 Q3	–	Sell	-6,450	Closed	-$210K	–	533
2025 Q2	$210K	Buy	+6,450	New	+$207K	0.03%	425

Other funds holding LVHI

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

FCMA

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Bay Colony Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 35% in Q2 2026, buying an estimated $90.6K and bringing the position to 8,466 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #349.

Bay Colony Advisors first reported a position in LVHI in Q2 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Bay Colony Advisors held 8,466 shares of Franklin International Low Volatility High Dividend Index ETF worth $344K as of Q2 2026.
Bay Colony Advisors bought 2,218 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $90.6K.
Franklin International Low Volatility High Dividend Index ETF made up 0.04% of Bay Colony Advisors's portfolio in Q2 2026, its #349 holding.
Bay Colony Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 4 quarters since.
59 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.