Belpointe Asset Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Belpointe Asset 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 Q2	$3.17M	Buy	78,014 +10,126	+15%	+$414K	0.1%	190
2026 Q1	$2.75M	Buy	67,888 +59,040	+667%	+$2.32M	0.1%	186
2025 Q4	$326K	Hold	8,848	–	–	0.01%	802
2025 Q3	$307K	Hold	8,848	–	–	0.01%	791
2025 Q2	$288K	Hold	8,848	–	–	0.01%	760
2025 Q1	$286K	Buy	8,848 +80	+0.9%	+$2.54K	0.01%	743
2024 Q4	$273K	Hold	8,768	–	–	0.02%	690
2024 Q3	$273K	Hold	8,768	–	–	0.02%	699
2024 Q2	$260K	Sell	8,768 -12	-0.1%	-$359	0.02%	632
2024 Q1	$261K	Hold	8,780	–	–	0.02%	652
2023 Q4	$243K	Sell	8,780 -1,554	-15%	-$42.6K	0.02%	604
2023 Q3	$282K	Sell	10,334 -1,211	-10%	-$33.1K	0.03%	493
2023 Q2	$314K	Sell	11,545 -5,145	-31%	-$141K	0.03%	431
2023 Q1	$450K	Sell	16,690 -13,685	-45%	-$365K	0.02%	599
2022 Q4	$776K	Sell	30,375 -4,567	-13%	-$117K	0.05%	388
2022 Q3	$843K	Sell	34,942 -18,991	-35%	-$488K	0.06%	341
2022 Q2	$1.38M	Buy	53,933 +3,191	+6%	+$86K	0.09%	225
2022 Q1	$1.37M	Buy	50,742 +34,001	+203%	+$913K	0.08%	255
2021 Q4	$444K	Buy	16,741 +1,611	+11%	+$42K	0.03%	557
2021 Q3	$387K	Buy	15,130 +140	+0.9%	+$3.67K	0.03%	590
2021 Q2	$386K	Buy	14,990 +377	+3%	+$9.7K	0.03%	580
2021 Q1	$371K	Buy	14,613 +174	+1%	+$4.22K	0.03%	520
2020 Q4	$338K	Buy	+14,439	New	+$329K	0.03%	514

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

Belpointe Asset Management's LVHI Position: Q2 2026 in Review

Belpointe Asset Management increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 15% in Q2 2026, buying an estimated $414K and bringing the position to 78,014 shares worth $3.17M. The position accounts for 0.1% of the portfolio, ranked #190.

Belpointe Asset Management first reported a position in LVHI in Q4 2020 and has held it in 23 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Belpointe Asset Management held 78,014 shares of Franklin International Low Volatility High Dividend Index ETF worth $3.17M as of Q2 2026.
Belpointe Asset Management bought 10,126 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $414K.
Franklin International Low Volatility High Dividend Index ETF made up 0.1% of Belpointe Asset Management's portfolio in Q2 2026, its #190 holding.
Belpointe Asset Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2020 and has held it in 23 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.