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Compass Financial Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Compass Financial 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 		$986K Buy
+23,143
New +$945K 0.12% 182

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Compass Financial Management's LVHI Position: Q2 2026 in Review

Compass Financial Management opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 23,143 shares worth $986K. The stake represents 0.12% of the portfolio and ranks #182 among its holdings.

302 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Compass Financial Management held 23,143 shares of Franklin International Low Volatility High Dividend Index ETF worth $986K as of Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF was a new Compass Financial Management position in Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.12% of Compass Financial Management's portfolio in Q2 2026, its #182 holding.
  • 302 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.