Cape Investment Advisory’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Cape Investment Advisory’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	$1.92K	Hold	46	–	–	﹤0.01%	1254
2026 Q2	$1.87K	Buy	+46	New	+$1.88K	﹤0.01%	1247
2026 Q1	–	Sell	-22	Closed	-$810	–	777
2025 Q4	$810	Buy	+22	New	+$792	﹤0.01%	1208

Other funds holding LVHI

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

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

Cape Investment Advisory's LVHI Position: Q3 2026 in Review

Cape Investment Advisory held its Franklin International Low Volatility High Dividend Index ETF (LVHI) position steady in Q3 2026 at 46 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Cape Investment Advisory first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold LVHI as of Q3 2026.

Cape Investment Advisory held 46 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.92K as of Q3 2026.
Cape Investment Advisory left its Franklin International Low Volatility High Dividend Index ETF share count unchanged in Q3 2026.
Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1254 holding.
Cape Investment Advisory first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.