Curran Financial Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Curran Financial Partners’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	$16.6M	Buy	408,814 +32,932	+9%	+$1.35M	2.47%	12
2026 Q1	$15.2M	Buy	375,882 +21,987	+6%	+$865K	2.73%	11
2025 Q4	$13M	Buy	353,895 +53,805	+18%	+$1.94M	2.47%	13
2025 Q3	$10.4M	Buy	300,090 +91,609	+44%	+$3.12M	2.06%	14
2025 Q2	$6.79M	Buy	+208,481	New	+$6.69M	1.5%	20

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

Curran Financial Partners's LVHI Position: Q2 2026 in Review

Curran Financial Partners increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 8.8% in Q2 2026, buying an estimated $1.35M and bringing the position to 408,814 shares worth $16.6M. The position accounts for 2.47% of the portfolio, ranked #12.

Curran Financial Partners first reported a position in LVHI in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Curran Financial Partners held 408,814 shares of Franklin International Low Volatility High Dividend Index ETF worth $16.6M as of Q2 2026.
Curran Financial Partners bought 32,932 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $1.35M.
Franklin International Low Volatility High Dividend Index ETF made up 2.47% of Curran Financial Partners's portfolio in Q2 2026, its #12 holding.
Curran Financial Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 5 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

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