IMA Advisory Services’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

IMA Advisory Services’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	$81.2K	Buy	+2,000	New	+$81.7K	0.01%	450

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

IMA Advisory Services's LVHI Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 2,000 shares worth $81.2K. The stake represents 0.01% of the portfolio and ranks #450 among its holdings.

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

IMA Advisory Services held 2,000 shares of Franklin International Low Volatility High Dividend Index ETF worth $81.2K as of Q2 2026.
Franklin International Low Volatility High Dividend Index ETF was a new IMA Advisory Services position in Q2 2026.
Franklin International Low Volatility High Dividend Index ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #450 holding.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.