Carson Wealth (CWM LLC)
LVHI icon

Carson Wealth (CWM LLC)’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Carson Wealth (CWM LLC)’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 		$47.8M Buy
1,178,190
+206,703
+21% +$8.13M 0.13% 159
2025
Q4 		$35.8M Buy
971,487
+236,149
+32% +$8.5M 0.1% 189
2025
Q3 		$25.6M Buy
735,338
+180,594
+33% +$6.14M 0.08% 223
2025
Q2 		$18.1M Buy
554,744
+137,390
+33% +$4.41M 0.06% 260
2025
Q1 		$13.5M Buy
417,354
+133,831
+47% +$4.24M 0.05% 288
2024
Q4 		$8.65M Buy
283,523
+35,616
+14% +$1.1M 0.04% 349
2024
Q3 		$7.71M Buy
247,907
+42,644
+21% +$1.3M 0.03% 356
2024
Q2 		$6.08M Buy
205,263
+31,713
+18% +$948K 0.03% 381
2024
Q1 		$5.17M Buy
173,550
+63,175
+57% +$1.79M 0.03% 414
2023
Q4 		$3.05M Buy
110,375
+47,801
+76% +$1.31M 0.02% 498
2023
Q3 		$1.71M Buy
62,574
+58,942
+1,623% +$1.61M 0.01% 583
2023
Q2 		$99K Buy
3,632
+2,032
+127% +$55.6K ﹤0.01% 1574
2023
Q1 		$43K Hold
1,600
– – ﹤0.01% 1975
2022
Q4 		$41K Buy
+1,600
New +$41K ﹤0.01% 1864

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 $1.37T 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 $424B AUM 22.96% 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 $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LVHI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 21% in Q1 2026, buying an estimated $8.13M and bringing the position to 1,178,190 shares worth $47.8M. The position accounts for 0.13% of the portfolio, ranked #159.

Carson Wealth (CWM LLC) first reported a position in LVHI in Q4 2022 and has held it in 14 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,178,190 shares of Franklin International Low Volatility High Dividend Index ETF worth $47.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 206,703 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $8.13M.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.13% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #159 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2022 and has held it in 14 quarters since.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.