Elevation Capital Advisory’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Elevation Capital Advisory’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	$1.37M	Buy	+33,722	New	+$1.38M	0.53%	38
2026 Q1	–	Sell	-28,684	Closed	-$1.06M	–	78
2025 Q4	$1.06M	Buy	+28,684	New	+$1.03M	0.43%	50
2025 Q2	–	Sell	-326,223	Closed	-$10.6M	–	65
2025 Q1	$10.6M	Buy	+326,223	New	+$10.3M	4.61%	2

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

Elevation Capital Advisory's LVHI Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 33,722 shares worth $1.37M. The stake represents 0.53% of the portfolio and ranks #38 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in LVHI as recently as Q4 2025.

Elevation Capital Advisory first reported a position in LVHI in Q1 2025 and has held it in 3 quarters since. The position peaked at $10.6M in Q1 2025. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Elevation Capital Advisory held 33,722 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.37M as of Q2 2026.
Franklin International Low Volatility High Dividend Index ETF was a new Elevation Capital Advisory position in Q2 2026.
Franklin International Low Volatility High Dividend Index ETF made up 0.53% of Elevation Capital Advisory's portfolio in Q2 2026, its #38 holding.
Elevation Capital Advisory first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 3 quarters since.
Elevation Capital Advisory's Franklin International Low Volatility High Dividend Index ETF position peaked at $10.6M in Q1 2025.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.