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

Ethos 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	$5.86M	Sell	136,819 -34,646	-20%	-$1.42M	0.39%	65
2026 Q1	$6.95M	Buy	171,465 +36,685	+27%	+$1.44M	0.51%	54
2025 Q4	$4.96M	Buy	134,780 +3,300	+3%	+$119K	0.37%	66
2025 Q3	$4.57M	Buy	131,480 +3,582	+3%	+$122K	0.36%	70
2025 Q2	$4.16M	Buy	127,898 +33,833	+36%	+$1.09M	0.36%	72
2025 Q1	$2.87M	Hold	94,065	–	–	0.27%	86
2024 Q4	$2.87M	Buy	+94,065	New	+$2.91M	0.37%	65

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

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

Ethos Financial Group reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 20% in Q2 2026, selling an estimated $1.42M and leaving 136,819 shares worth $5.86M. The position accounts for 0.39% of the portfolio, ranked #65.

Ethos Financial Group first reported a position in LVHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.95M in Q1 2026. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Ethos Financial Group held 136,819 shares of Franklin International Low Volatility High Dividend Index ETF worth $5.86M as of Q2 2026.
Ethos Financial Group sold 34,646 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $1.42M.
Franklin International Low Volatility High Dividend Index ETF made up 0.39% of Ethos Financial Group's portfolio in Q2 2026, its #65 holding.
Ethos Financial Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 7 quarters since.
Ethos Financial Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $6.95M in Q1 2026.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.