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

CoreCap 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	$13.6K	Buy	+334	New	+$13.6K	﹤0.01%	1961
2024 Q4	–	Sell	-1,315	Closed	-$40.9K	–	2930
2024 Q3	$40.9K	Sell	1,315 -552	-30%	-$16.8K	﹤0.01%	1278
2024 Q2	$55.3K	Sell	1,867 -60	-3%	-$1.79K	0.01%	636
2024 Q1	$57.4K	Buy	+1,927	New	+$54.7K	﹤0.01%	1053

Other funds holding LVHI

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

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Prota Financial Houston, Texas $152M AUM

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

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

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

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return