Galvin Gaustad & Stein’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Galvin Gaustad & Stein’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	$1.01M	Buy	24,909 +1,500	+6%	+$61.3K	0.07%	133
2026 Q1	$949K	Buy	23,409 +3,063	+15%	+$121K	0.08%	132
2025 Q4	$749K	Buy	20,346 +1,072	+6%	+$38.6K	0.06%	140
2025 Q3	$670K	Buy	19,274 +5,106	+36%	+$174K	0.05%	129
2025 Q2	$461K	Buy	14,168 +3,150	+29%	+$101K	0.04%	138
2025 Q1	$357K	Buy	+11,018	New	+$349K	0.03%	149

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

Galvin Gaustad & Stein's LVHI Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 6.4% in Q2 2026, buying an estimated $61.3K and bringing the position to 24,909 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #133.

Galvin Gaustad & Stein first reported a position in LVHI in Q1 2025 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Galvin Gaustad & Stein held 24,909 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.01M as of Q2 2026.
Galvin Gaustad & Stein bought 1,500 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $61.3K.
Franklin International Low Volatility High Dividend Index ETF made up 0.07% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #133 holding.
Galvin Gaustad & Stein first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 6 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.