CWM
LVHI icon

Centurion Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Centurion Wealth Management’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 		$934K Sell
23,024
-51
-0.2% -$2.08K 0.22% 102
2026
Q1 		$935K Buy
23,075
+13,503
+141% +$531K 0.21% 101
2025
Q4 		$352K Buy
+9,572
New +$345K 0.08% 202

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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PF
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

Centurion Wealth Management's LVHI Position: Q2 2026 in Review

Centurion Wealth Management reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.22% in Q2 2026, selling an estimated $2.08K and leaving 23,024 shares worth $934K. The position accounts for 0.22% of the portfolio, ranked #102.

Centurion Wealth Management first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $935K in Q1 2026. 59 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Centurion Wealth Management held 23,024 shares of Franklin International Low Volatility High Dividend Index ETF worth $934K as of Q2 2026.
  • Centurion Wealth Management sold 51 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $2.08K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.22% of Centurion Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Centurion Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Centurion Wealth Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $935K 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 Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.