PWMAI
LVHI icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$112K Buy
+2,750
New +$112K 0.03% 240

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $44.6B AUM 28.94% 1-Year Est. Return
MWM
MOR Wealth Management Philadelphia, Pennsylvania $251M AUM

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s LVHI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 2,750 shares worth $112K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings.

206 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,750 shares of Franklin International Low Volatility High Dividend Index ETF worth $112K as of Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #240 holding.
  • 206 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.