Dynamic Advisor Solutions’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Dynamic Advisor Solutions’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 Q3	$2.31M	Sell	55,467 -1,634	-3%	-$69.2K	0.07%	287
2026 Q2	$2.32M	Buy	57,101 +425	+0.7%	+$17.4K	0.07%	298
2026 Q1	$2.3M	Sell	56,676 -53	-0.1%	-$2.08K	0.07%	277
2025 Q4	$2.09M	Sell	56,729 -3,527	-6%	-$127K	0.07%	285
2025 Q3	$2.09M	Buy	60,256 +18,914	+46%	+$643K	0.06%	309
2025 Q2	$1.35M	Buy	41,342 +6,860	+20%	+$220K	0.04%	379
2025 Q1	$1.12M	Buy	34,482 +4,903	+17%	+$155K	0.04%	393
2024 Q4	$903K	Buy	29,579 +306	+1%	+$9.47K	0.04%	331
2024 Q3	$910K	Sell	29,273 -2,158	-7%	-$65.6K	0.03%	480
2024 Q2	$932K	Sell	31,431 -2,281	-7%	-$68.2K	0.03%	476
2024 Q1	$1M	Sell	33,712 -791	-2%	-$22.4K	0.03%	447
2023 Q4	$961K	Buy	34,503 +1,995	+6%	+$54.7K	0.04%	423
2023 Q3	$886K	Sell	32,508 -5,238	-14%	-$143K	0.04%	378
2023 Q2	$1.03M	Buy	37,746 +1,861	+5%	+$50.9K	0.05%	333
2023 Q1	$967K	Buy	35,885 +1,231	+4%	+$32.8K	0.06%	325
2022 Q4	$885K	Buy	34,654 +3,971	+13%	+$102K	0.06%	303
2022 Q3	$740K	Buy	30,683 +6,302	+26%	+$162K	0.06%	303
2022 Q2	$625K	Buy	24,381 +3,363	+16%	+$90.6K	0.05%	342
2022 Q1	$566K	Buy	21,018 +5,348	+34%	+$144K	0.04%	410
2021 Q4	$415K	Buy	15,670 +2,092	+15%	+$54.5K	0.03%	482
2021 Q3	$347K	Buy	+13,578	New	+$356K	0.03%	536
2021 Q1	–	Sell	-11,308	Closed	-$265K	–	732
2020 Q4	$265K	Buy	11,308 +1,686	+18%	+$38.5K	0.02%	521
2020 Q3	$212K	Buy	9,622 +402	+4%	+$8.95K	0.02%	514
2020 Q2	$204K	Buy	+9,220	New	+$197K	0.03%	477

Other funds holding LVHI

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Dynamic Advisor Solutions's LVHI Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 2.9% in Q3 2026, selling an estimated $69.2K and leaving 55,467 shares worth $2.31M. The position accounts for 0.07% of the portfolio, ranked #287.

Dynamic Advisor Solutions first reported a position in LVHI in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.32M in Q2 2026. 68 funds tracked by Wall St. Rank hold LVHI as of Q3 2026.

Dynamic Advisor Solutions held 55,467 shares of Franklin International Low Volatility High Dividend Index ETF worth $2.31M as of Q3 2026.
Dynamic Advisor Solutions sold 1,634 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2026, an estimated $69.2K.
Franklin International Low Volatility High Dividend Index ETF made up 0.07% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #287 holding.
Dynamic Advisor Solutions first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2020 and has held it in 24 quarters since.
Dynamic Advisor Solutions's Franklin International Low Volatility High Dividend Index ETF position peaked at $2.32M in Q2 2026.
68 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.