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

Clearstead 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 		$62.1K Buy
1,530
+1,320
+629% +$53.9K ﹤0.01% 1429
2026
Q1 		$8.51K Buy
210
+100
+91% +$3.93K ﹤0.01% 1632
2025
Q4 		$4.05K Buy
+110
New +$3.96K ﹤0.01% 2054

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

Clearstead Advisors's LVHI Position: Q2 2026 in Review

Clearstead Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 629% in Q2 2026, buying an estimated $53.9K and bringing the position to 1,530 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Clearstead Advisors first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Clearstead Advisors held 1,530 shares of Franklin International Low Volatility High Dividend Index ETF worth $62.1K as of Q2 2026.
  • Clearstead Advisors bought 1,320 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $53.9K.
  • Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1429 holding.
  • Clearstead Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.