Benchmark Financial Wealth Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Benchmark Financial Wealth 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 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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

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

Bank of America

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

Raymond James Financial

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Jones Financial Companies

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return