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

Cornerstone Wealth 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
Q1 		$432K Sell
10,689
-342,292
-97% -$13.5M 0.03% 254
2025
Q4 		$13M Buy
352,981
+233
+0.1% +$8.39K 0.89% 28
2025
Q3 		$12.3M Sell
352,748
-11,176
-3% -$380K 0.83% 27
2025
Q2 		$11.8M Sell
363,924
-9,190
-2% -$295K 0.89% 24
2025
Q1 		$12.1M Buy
373,114
+15,899
+4% +$504K 1% 22
2024
Q4 		$10.9M Buy
357,215
+2,083
+0.6% +$64.5K 0.89% 27
2024
Q3 		$11M Buy
355,132
+220,602
+164% +$6.71M 0.91% 25
2024
Q2 		$3.99M Buy
134,530
+796
+0.6% +$23.8K 0.35% 73
2024
Q1 		$3.98M Sell
133,734
-5,212
-4% -$148K 0.37% 68
2023
Q4 		$3.84M Sell
138,946
-11,518
-8% -$316K 0.55% 55
2023
Q3 		$4.1M Sell
150,464
-438
-0.3% -$12K 0.73% 41
2023
Q2 		$4.1M Buy
150,902
+4,576
+3% +$125K 0.74% 48
2023
Q1 		$3.94M Buy
146,326
+25,778
+21% +$687K 0.7% 51
2022
Q4 		$3.08M Buy
+120,548
New +$3.09M 0.58% 59

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Wealth Group's LVHI Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 97% in Q1 2026, selling an estimated $13.5M and leaving 10,689 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #254.

Cornerstone Wealth Group first reported a position in LVHI in Q4 2022 and has held it in 14 quarters since. The position peaked at $13M in Q4 2025. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Cornerstone Wealth Group held 10,689 shares of Franklin International Low Volatility High Dividend Index ETF worth $432K as of Q1 2026.
  • Cornerstone Wealth Group sold 342,292 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $13.5M.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #254 holding.
  • Cornerstone Wealth Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Wealth Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $13M in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.