Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Cambridge Investment Research 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
Q2 		$27.1M Buy
667,607
+97,408
+17% +$3.98M 0.06% 325
2026
Q1 		$23.1M Buy
570,199
+142,467
+33% +$5.6M 0.06% 334
2025
Q4 		$15.7M Buy
427,732
+73,287
+21% +$2.64M 0.04% 439
2025
Q3 		$12.3M Buy
354,445
+121,737
+52% +$4.14M 0.03% 493
2025
Q2 		$7.58M Sell
232,708
-3,928
-2% -$126K 0.02% 658
2025
Q1 		$7.66M Buy
236,636
+88,767
+60% +$2.81M 0.03% 604
2024
Q4 		$4.51M Buy
147,869
+3,862
+3% +$120K 0.02% 862
2024
Q3 		$4.48M Buy
144,007
+7,693
+6% +$234K 0.02% 857
2024
Q2 		$4.04M Buy
136,314
+7,102
+5% +$212K 0.01% 871
2024
Q1 		$3.85M Buy
129,212
+15,565
+14% +$442K 0.01% 894
2023
Q4 		$3.14M Sell
113,647
-24,018
-17% -$659K 0.01% 943
2023
Q3 		$3.75M Buy
137,665
+14,397
+12% +$393K 0.02% 801
2023
Q2 		$3.35M Buy
123,268
+86,454
+235% +$2.36M 0.02% 866
2023
Q1 		$992K Buy
36,814
+23,178
+170% +$618K ﹤0.01% 1583
2022
Q4 		$348K Buy
+13,636
New +$350K ﹤0.01% 2310
2021
Q1 		– Sell
-11,108
Closed -$260K – 2946
2020
Q4 		$260K Sell
11,108
-449
-4% -$10.2K ﹤0.01% 2263
2020
Q3 		$254K Sell
11,557
-5,025
-30% -$112K ﹤0.01% 2064
2020
Q2 		$366K Sell
16,582
-833
-5% -$17.8K ﹤0.01% 1735
2020
Q1 		$360K Buy
17,415
+4,957
+40% +$124K ﹤0.01% 1564
2019
Q4 		$333K Buy
12,458
+1,858
+18% +$50.4K ﹤0.01% 1846
2019
Q3 		$283K Buy
+10,600
New +$276K ﹤0.01% 1865

Other funds holding LVHI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
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
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

Cambridge Investment Research Advisors's LVHI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 17% in Q2 2026, buying an estimated $3.98M and bringing the position to 667,607 shares worth $27.1M. The position accounts for 0.06% of the portfolio, ranked #325.

Cambridge Investment Research Advisors first reported a position in LVHI in Q3 2019 and has held it in 21 quarters since. 172 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Cambridge Investment Research Advisors held 667,607 shares of Franklin International Low Volatility High Dividend Index ETF worth $27.1M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 97,408 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $3.98M.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.06% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #325 holding.
  • Cambridge Investment Research Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2019 and has held it in 21 quarters since.
  • 172 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.