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Elm3 Financial Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Elm3 Financial 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
Q2 		$309K Sell
7,614
-20
-0.3% -$817 0.21% 106
2026
Q1 		$309K Buy
7,634
+676
+10% +$26.6K 0.26% 89
2025
Q4 		$256K Buy
+6,958
New +$251K 0.21% 98

Other funds holding LVHI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PSI
Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Elm3 Financial Group's LVHI Position: Q2 2026 in Review

Elm3 Financial Group reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.26% in Q2 2026, selling an estimated $817 and leaving 7,614 shares worth $309K. The position accounts for 0.21% of the portfolio, ranked #106.

Elm3 Financial Group first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q1 2026. 136 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Elm3 Financial Group held 7,614 shares of Franklin International Low Volatility High Dividend Index ETF worth $309K as of Q2 2026.
  • Elm3 Financial Group sold 20 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $817.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.21% of Elm3 Financial Group's portfolio in Q2 2026, its #106 holding.
  • Elm3 Financial Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Elm3 Financial Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $309K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.