Benchmark Financial Wealth 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
$9.88M Buy
243,547
+37,724
+18% +$1.54M 2.44% 14
2026
Q1
$8.34M Buy
205,823
+68,888
+50% +$2.71M 2.31% 14
2025
Q4
$5.04M Buy
136,935
+7,275
+6% +$262K 1.45% 19
2025
Q3
$4.51M Buy
129,660
+34,300
+36% +$1.17M 1.36% 21
2025
Q2
$3.1M Buy
95,360
+7,610
+9% +$244K 1.03% 25
2025
Q1
$2.84M Sell
87,750
-2,701
-3% -$85.6K 1.07% 24
2024
Q4
$2.76M Buy
90,451
+28,082
+45% +$869K 0.88% 23
2024
Q3
$1.94M Buy
62,369
+8,777
+16% +$267K 0.65% 24
2024
Q2
$1.59M Buy
53,592
+17,921
+50% +$536K 0.59% 23
2024
Q1
$1.06M Buy
35,671
+21,725
+156% +$616K 0.41% 30
2023
Q4
$386K Buy
+13,946
New +$383K 0.17% 51

Other funds holding LVHI

Benchmark Financial Wealth Advisors's LVHI Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 18% in Q2 2026, buying an estimated $1.54M and bringing the position to 243,547 shares worth $9.88M. The position accounts for 2.44% of the portfolio, ranked #14.

Benchmark Financial Wealth Advisors first reported a position in LVHI in Q4 2023 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 243,547 shares of Franklin International Low Volatility High Dividend Index ETF worth $9.88M as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 37,724 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $1.54M.
  • Franklin International Low Volatility High Dividend Index ETF made up 2.44% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.