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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Galvin Gaustad & Stein's LVHI Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 15% in Q1 2026, buying an estimated $121K and bringing the position to 23,409 shares worth $949K. The position accounts for 0.08% of the portfolio, ranked #132.

Galvin Gaustad & Stein first reported a position in LVHI in Q1 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Galvin Gaustad & Stein held 23,409 shares of Franklin International Low Volatility High Dividend Index ETF worth $949K as of Q1 2026.
  • Galvin Gaustad & Stein bought 3,063 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $121K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.08% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #132 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 5 quarters since.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.