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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
Q1 		– Sell
-22
Closed -$810 – 777
2025
Q4 		$810 Buy
+22
New +$792 ﹤0.01% 1208

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cape Investment Advisory's LVHI Position: Q1 2026 in Review

Cape Investment Advisory sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2026, closing a stake of 22 shares — an estimated $810 sold.

Cape Investment Advisory first reported a position in LVHI in Q4 2025 and held it in 1 quarter. The position peaked at $810 in Q4 2025. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Cape Investment Advisory reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 22 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $810.
  • Cape Investment Advisory first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's Franklin International Low Volatility High Dividend Index ETF position peaked at $810 in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.