Beaumont Capital Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Beaumont Capital Management’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 Q1	$640K	Sell	15,787 -16,654	-51%	-$655K	0.79%	24
2025 Q4	$1.19M	Sell	32,441 -75,007	-70%	-$2.7M	1.47%	17
2025 Q3	$3.73M	Sell	107,448 -5,495	-5%	-$187K	2.48%	18
2025 Q2	$3.68M	Buy	112,943 +95,218	+537%	+$3.06M	2.52%	16
2025 Q1	$574K	Buy	+17,725	New	+$562K	0.42%	41

Other funds holding LVHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beaumont Capital Management's LVHI Position: Q1 2026 in Review

Beaumont Capital Management reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 51% in Q1 2026, selling an estimated $655K and leaving 15,787 shares worth $640K. The position accounts for 0.79% of the portfolio, ranked #24.

Beaumont Capital Management first reported a position in LVHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.73M in Q3 2025. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

Beaumont Capital Management held 15,787 shares of Franklin International Low Volatility High Dividend Index ETF worth $640K as of Q1 2026.
Beaumont Capital Management sold 16,654 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $655K.
Franklin International Low Volatility High Dividend Index ETF made up 0.79% of Beaumont Capital Management's portfolio in Q1 2026, its #24 holding.
Beaumont Capital Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 5 quarters since.
Beaumont Capital Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $3.73M in Q3 2025.
296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.