Cedar Mountain Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Cedar Mountain 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	$13.4M	Sell	330,016 -2,577	-0.8%	-$105K	2.31%	12
2026 Q1	$13.5M	Sell	332,593 -4,631	-1%	-$182K	2.64%	11
2025 Q4	$12.4M	Buy	337,224 +1,062	+0.3%	+$38.2K	2.4%	12
2025 Q3	$11.7M	Sell	336,162 -10,323	-3%	-$351K	2.27%	12
2025 Q2	$11.3M	Buy	346,485 +6,027	+2%	+$193K	2.34%	13
2025 Q1	$11M	Buy	340,458 +12,836	+4%	+$407K	2.47%	13
2024 Q4	$10M	Sell	327,622 -639	-0.2%	-$19.8K	2.2%	12
2024 Q3	$10.2M	Buy	328,261 +14,457	+5%	+$440K	2.3%	13
2024 Q2	$9.3M	Buy	313,804 +16,436	+6%	+$491K	2.3%	12
2024 Q1	$8.86M	Buy	297,368 +4,255	+1%	+$121K	2.23%	13
2023 Q4	$8.11M	Buy	293,113 +2,852	+1%	+$78.2K	2.19%	13
2023 Q3	$7.91M	Buy	290,261 +1,488	+0.5%	+$40.6K	2.33%	12
2023 Q2	$7.85M	Buy	288,773 +4,609	+2%	+$126K	2.24%	13
2023 Q1	$7.66M	Buy	284,164 +877	+0.3%	+$23.4K	2.31%	12
2022 Q4	$7.24M	Buy	283,287 +8,537	+3%	+$219K	2.27%	13
2022 Q3	$6.63M	Buy	+274,750	New	+$7.06M	2.21%	13

Other funds holding LVHI

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

FCMA

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cedar Mountain Advisors's LVHI Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.77% in Q2 2026, selling an estimated $105K and leaving 330,016 shares worth $13.4M. The position accounts for 2.31% of the portfolio, ranked #12.

Cedar Mountain Advisors first reported a position in LVHI in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.5M in Q1 2026. 59 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Cedar Mountain Advisors held 330,016 shares of Franklin International Low Volatility High Dividend Index ETF worth $13.4M as of Q2 2026.
Cedar Mountain Advisors sold 2,577 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $105K.
Franklin International Low Volatility High Dividend Index ETF made up 2.31% of Cedar Mountain Advisors's portfolio in Q2 2026, its #12 holding.
Cedar Mountain Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2022 and has held it in 16 quarters since.
Cedar Mountain Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $13.5M in Q1 2026.
59 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.