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Cassady Wealth & Retirement Planning’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Cassady Wealth & Retirement Planning’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 		$5.47M Buy
134,757
+2,268
+2% +$92.6K 2.54% 9
2026
Q1 		$5.43M Buy
132,489
+5,296
+4% +$208K 2.81% 8
2025
Q4 		$4.68M Buy
+127,193
New +$4.58M 3.05% 7

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 $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cassady Wealth & Retirement Planning's LVHI Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 1.7% in Q2 2026, buying an estimated $92.6K and bringing the position to 134,757 shares worth $5.47M. The position accounts for 2.54% of the portfolio, ranked #9.

Cassady Wealth & Retirement Planning first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 134,757 shares of Franklin International Low Volatility High Dividend Index ETF worth $5.47M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 2,268 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $92.6K.
  • Franklin International Low Volatility High Dividend Index ETF made up 2.54% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #9 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.