Gladstone Institutional Advisory’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Gladstone Institutional Advisory’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	$3.75M	Buy	92,281 +8,304	+10%	+$339K	0.12%	184
2026 Q1	$3.4M	Buy	83,977 +10,618	+14%	+$418K	0.13%	180
2025 Q4	$2.7M	Buy	73,359 +31,927	+77%	+$1.15M	0.1%	214
2025 Q3	$1.44M	Buy	41,432 +470	+1%	+$16K	0.06%	300
2025 Q2	$1.33M	Buy	40,962 +478	+1%	+$15.3K	0.06%	302
2025 Q1	$1.31M	Buy	+40,484	New	+$1.28M	0.06%	289

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

Gladstone Institutional Advisory's LVHI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 9.9% in Q2 2026, buying an estimated $339K and bringing the position to 92,281 shares worth $3.75M. The position accounts for 0.12% of the portfolio, ranked #184.

Gladstone Institutional Advisory first reported a position in LVHI in Q1 2025 and has held it in 6 quarters since. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Gladstone Institutional Advisory held 92,281 shares of Franklin International Low Volatility High Dividend Index ETF worth $3.75M as of Q2 2026.
Gladstone Institutional Advisory bought 8,304 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $339K.
Franklin International Low Volatility High Dividend Index ETF made up 0.12% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #184 holding.
Gladstone Institutional Advisory first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 6 quarters since.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.