Cornerstone Planning Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Cornerstone Planning Group’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	–	Sell	-70	Closed	-$2.86K	–	1917
2026 Q1	$2.86K	Buy	+70	New	+$2.75K	﹤0.01%	1218
2025 Q4	–	Sell	-320	Closed	-$11.4K	–	1790
2025 Q3	$11.4K	Buy	320 +3	+0.9%	+$102	﹤0.01%	740
2025 Q2	$10.6K	Sell	317 -1,344	-81%	-$43.1K	﹤0.01%	546
2025 Q1	$52.2K	Buy	+1,661	New	+$52.7K	0.01%	230

Other funds holding LVHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Planning Group's LVHI Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026, closing a stake of 70 shares — an estimated $2.86K sold.

Cornerstone Planning Group first reported a position in LVHI in Q1 2025 and held it in 4 quarters. The position peaked at $52.2K in Q1 2025. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Cornerstone Planning Group reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2026 after selling out during the quarter.
Cornerstone Planning Group sold 70 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $2.86K.
Cornerstone Planning Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and held it in 4 quarters.
Cornerstone Planning Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $52.2K in Q1 2025.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.