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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
Q3 		$6.62M Sell
158,633
-10,406
-6% -$441K 4.02% 8
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

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $214M AUM 14.07% 1-Year Est. Return

Boyce & Associates Wealth Consulting's LVHI Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 6.2% in Q3 2026, selling an estimated $441K and leaving 158,633 shares worth $6.62M. The position accounts for 4.02% of the portfolio, ranked #8.

Boyce & Associates Wealth Consulting first reported a position in LVHI in Q1 2023 and has held it in 15 quarters since. The position peaked at $6.87M in Q2 2025. 37 funds tracked by Wall St. Rank hold LVHI as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 158,633 shares of Franklin International Low Volatility High Dividend Index ETF worth $6.62M as of Q3 2026.
  • Boyce & Associates Wealth Consulting sold 10,406 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2026, an estimated $441K.
  • Franklin International Low Volatility High Dividend Index ETF made up 4.02% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #8 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 15 quarters since.
  • Boyce & Associates Wealth Consulting's Franklin International Low Volatility High Dividend Index ETF position peaked at $6.87M in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.