Berger Financial Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Berger Financial Group’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	$417K	Buy	10,278 +61	+0.6%	+$2.49K	0.02%	322
2026 Q1	$414K	Sell	10,217 -775	-7%	-$30.5K	0.02%	310
2025 Q4	$405K	Buy	10,992 +104	+1%	+$3.74K	0.02%	319
2025 Q3	$378K	Buy	10,888 +43	+0.4%	+$1.46K	0.02%	317
2025 Q2	$353K	Sell	10,845 -24	-0.2%	-$770	0.02%	313
2025 Q1	$352K	Buy	10,869 +17	+0.2%	+$539	0.02%	308
2024 Q4	$331K	Sell	10,852 -1,908	-15%	-$59.1K	0.02%	311
2024 Q3	$397K	Buy	12,760 +38	+0.3%	+$1.16K	0.03%	265
2024 Q2	$377K	Buy	12,722 +384	+3%	+$11.5K	0.03%	247
2024 Q1	$367K	Buy	12,338 +50	+0.4%	+$1.42K	0.03%	249
2023 Q4	$340K	Sell	12,288 -3,734	-23%	-$102K	0.04%	211
2023 Q3	$437K	Buy	16,022 +2,209	+16%	+$60.3K	0.05%	165
2023 Q2	$376K	Buy	13,813 +2,217	+19%	+$60.6K	0.04%	191
2023 Q1	$313K	Buy	+11,596	New	+$309K	0.04%	204

Other funds holding LVHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

IWS

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

Berger Financial Group's LVHI Position: Q2 2026 in Review

Berger Financial Group increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.6% in Q2 2026, buying an estimated $2.49K and bringing the position to 10,278 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #322.

Berger Financial Group first reported a position in LVHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $437K in Q3 2023. 215 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Berger Financial Group held 10,278 shares of Franklin International Low Volatility High Dividend Index ETF worth $417K as of Q2 2026.
Berger Financial Group bought 61 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $2.49K.
Franklin International Low Volatility High Dividend Index ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #322 holding.
Berger Financial Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and has held it in 14 quarters since.
Berger Financial Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $437K in Q3 2023.
215 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.