Cherry Creek Investment Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Cherry Creek Investment 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	$2.68M	Buy	66,080 +2,131	+3%	+$87K	1.06%	26
2026 Q1	$2.59M	Buy	63,949 +6,058	+10%	+$238K	1.13%	24
2025 Q4	$2.13M	Buy	57,891 +537	+0.9%	+$19.3K	0.91%	28
2025 Q3	$1.99M	Sell	57,354 -2,001	-3%	-$68.1K	0.86%	28
2025 Q2	$1.93M	Buy	59,355 +8,260	+16%	+$265K	0.91%	26
2025 Q1	$1.65M	Buy	51,095 +20,388	+66%	+$646K	0.86%	27
2024 Q4	$937K	Buy	30,707 +718	+2%	+$22.2K	0.46%	37
2024 Q3	$932K	Buy	29,989 +2,472	+9%	+$75.2K	0.48%	35
2024 Q2	$816K	Buy	+27,517	New	+$822K	0.43%	37

Other funds holding LVHI

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IWS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PSI

Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

CWMG

Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

KMWM

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

Cherry Creek Investment Advisors's LVHI Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 3.3% in Q2 2026, buying an estimated $87K and bringing the position to 66,080 shares worth $2.68M. The position accounts for 1.06% of the portfolio, ranked #26.

Cherry Creek Investment Advisors first reported a position in LVHI in Q2 2024 and has held it in 9 quarters since. 151 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Cherry Creek Investment Advisors held 66,080 shares of Franklin International Low Volatility High Dividend Index ETF worth $2.68M as of Q2 2026.
Cherry Creek Investment Advisors bought 2,131 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $87K.
Franklin International Low Volatility High Dividend Index ETF made up 1.06% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #26 holding.
Cherry Creek Investment Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2024 and has held it in 9 quarters since.
151 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.