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

Croban’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	$6.17M	Buy	152,198 +60,733	+66%	+$2.39M	2.9%	12
2025 Q4	$3.37M	Buy	91,465 +45,840	+100%	+$1.65M	1.62%	23
2025 Q3	$1.59M	Buy	45,625 +17,305	+61%	+$589K	1.06%	34
2025 Q2	$921K	Buy	28,320 +1,799	+7%	+$57.7K	0.79%	55
2025 Q1	$858K	Buy	26,521 +5,832	+28%	+$185K	0.79%	55
2024 Q4	$631K	Buy	+20,689	New	+$641K	0.62%	66
2023 Q4	$631K	Buy	+20,689	New	+$567K	0.63%	65

Other funds holding LVHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Croban's LVHI Position: Q1 2026 in Review

Croban increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 66% in Q1 2026, buying an estimated $2.39M and bringing the position to 152,198 shares worth $6.17M. The position accounts for 2.9% of the portfolio, ranked #12.

Croban first reported a position in LVHI in Q4 2023 and has held it in 7 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

Croban held 152,198 shares of Franklin International Low Volatility High Dividend Index ETF worth $6.17M as of Q1 2026.
Croban bought 60,733 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $2.39M.
Franklin International Low Volatility High Dividend Index ETF made up 2.9% of Croban's portfolio in Q1 2026, its #12 holding.
Croban first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2023 and has held it in 7 quarters since.
296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.