BFI Infinity’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

BFI Infinity’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	$741K	Hold	18,258	–	–	0.22%	32
2026 Q1	$739K	Sell	18,258 -1,455	-7%	-$57.2K	0.39%	29
2025 Q4	$727K	Buy	19,713 +7,638	+63%	+$275K	0.23%	22
2025 Q3	$419K	Sell	12,075 -635	-5%	-$21.6K	0.18%	34
2025 Q2	$413K	Buy	12,710 +1,255	+11%	+$40.3K	0.21%	29
2025 Q1	$371K	Buy	+11,455	New	+$363K	0.4%	33

Other funds holding LVHI

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

IWS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PSI

Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

CWMG

Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

BFI Infinity's LVHI Position: Q2 2026 in Review

BFI Infinity held its Franklin International Low Volatility High Dividend Index ETF (LVHI) position steady in Q2 2026 at 18,258 shares worth $741K. The position accounts for 0.22% of the portfolio, ranked #32.

BFI Infinity first reported a position in LVHI in Q1 2025 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

BFI Infinity held 18,258 shares of Franklin International Low Volatility High Dividend Index ETF worth $741K as of Q2 2026.
BFI Infinity left its Franklin International Low Volatility High Dividend Index ETF share count unchanged in Q2 2026.
Franklin International Low Volatility High Dividend Index ETF made up 0.22% of BFI Infinity's portfolio in Q2 2026, its #32 holding.
BFI Infinity first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 6 quarters since.
151 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on BFI Infinity's 13F filing for Q2 2026, filed 10 Jul 2026.