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Boyce & Associates Wealth Consulting’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Boyce & Associates Wealth Consulting’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 		$6.86M Buy
169,039
+3,983
+2% +$163K 4.76% 5
2026
Q1 		$6.69M Sell
165,056
-9,287
-5% -$365K 5.07% 4
2025
Q4 		$6.42M Sell
174,343
-2,555
-1% -$92K 5.38% 4
2025
Q3 		$6.15M Sell
176,898
-34,213
-16% -$1.16M 5.03% 5
2025
Q2 		$6.87M Buy
211,111
+17,328
+9% +$556K 6.27% 4
2025
Q1 		$6.27M Buy
193,783
+8,965
+5% +$284K 6.27% 5
2024
Q4 		$5.64M Buy
184,818
+17,017
+10% +$527K 5.71% 4
2024
Q3 		$5.22M Buy
167,801
+7,668
+5% +$233K 5.42% 6
2024
Q2 		$4.75M Buy
160,133
+8,247
+5% +$246K 5.58% 5
2024
Q1 		$4.52M Buy
151,886
+11,835
+8% +$336K 5.84% 6
2023
Q4 		$3.87M Buy
140,051
+3,311
+2% +$90.8K 5.63% 6
2023
Q3 		$3.73M Buy
136,740
+6,994
+5% +$191K 6.21% 6
2023
Q2 		$3.53M Buy
129,746
+42,537
+49% +$1.16M 5.89% 6
2023
Q1 		$2.36M Buy
+87,209
New +$2.33M 4.23% 6

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Boyce & Associates Wealth Consulting's LVHI Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 2.4% in Q2 2026, buying an estimated $163K and bringing the position to 169,039 shares worth $6.86M. The position accounts for 4.76% of the portfolio, ranked #5.

Boyce & Associates Wealth Consulting first reported a position in LVHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.87M in Q2 2025. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 169,039 shares of Franklin International Low Volatility High Dividend Index ETF worth $6.86M as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 3,983 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $163K.
  • Franklin International Low Volatility High Dividend Index ETF made up 4.76% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #5 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and has held it in 14 quarters since.
  • Boyce & Associates Wealth Consulting's Franklin International Low Volatility High Dividend Index ETF position peaked at $6.87M in Q2 2025.
  • 310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.