Golden State Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Golden State Wealth Management’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	$1.25M	Buy	30,778 +3,010	+11%	+$123K	0.11%	170
2026 Q1	$1.13M	Buy	27,768 +130	+0.5%	+$5.11K	0.12%	151
2025 Q4	$1.02M	Buy	27,638 +889	+3%	+$32K	0.11%	151
2025 Q3	$930K	Sell	26,749 -78	-0.3%	-$2.65K	0.1%	148
2025 Q2	$873K	Buy	26,827 +4,315	+19%	+$138K	0.11%	157
2025 Q1	$729K	Buy	22,512 +437	+2%	+$13.9K	0.11%	154
2024 Q4	$674K	Buy	+22,075	New	+$683K	0.1%	161

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

Golden State Wealth Management's LVHI Position: Q2 2026 in Review

Golden State Wealth Management increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 11% in Q2 2026, buying an estimated $123K and bringing the position to 30,778 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #170.

Golden State Wealth Management first reported a position in LVHI in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Golden State Wealth Management held 30,778 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.25M as of Q2 2026.
Golden State Wealth Management bought 3,010 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $123K.
Franklin International Low Volatility High Dividend Index ETF made up 0.11% of Golden State Wealth Management's portfolio in Q2 2026, its #170 holding.
Golden State Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.