HIW
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Holos Integrated Wealth’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Holos Integrated Wealth’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 		$32.6K Buy
+790
New +$32.3K 0.02% 177

Other funds holding LVHI

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Holos Integrated Wealth's LVHI Position: Q2 2026 in Review

Holos Integrated Wealth opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 790 shares worth $32.6K. The stake represents 0.02% of the portfolio and ranks #177 among its holdings.

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

  • Holos Integrated Wealth held 790 shares of Franklin International Low Volatility High Dividend Index ETF worth $32.6K as of Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF was a new Holos Integrated Wealth position in Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #177 holding.
  • 103 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.