IA
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IFG Advisory’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

IFG 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
Q1 		– Sell
-34,699
Closed -$1.28M – 671
2025
Q4 		$1.28M Buy
34,699
+12,561
+57% +$452K 0.06% 319
2025
Q3 		$769K Buy
22,138
+3,783
+21% +$129K 0.04% 407
2025
Q2 		$597K Buy
18,355
+5,974
+48% +$192K 0.03% 439
2025
Q1 		$401K Buy
+12,381
New +$393K 0.02% 487
2020
Q2 		– Sell
-10,844
Closed -$224K – 391
2020
Q1 		$224K Sell
10,844
-1,000
-8% -$24.9K 0.05% 323
2019
Q4 		$316K Sell
11,844
-380
-3% -$10.3K 0.06% 304
2019
Q3 		$326K Buy
+12,224
New +$319K 0.06% 286

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $431B 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 $564B AUM 30.12% 1-Year Est. Return