Independent Financial Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Independent Financial Group’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	$6.2M	Sell	152,765 -1,602	-1%	-$65.4K	0.12%	174
2026 Q1	$6.26M	Sell	154,367 -3,297	-2%	-$130K	0.14%	150
2025 Q4	$5.81M	Buy	157,664 +16,837	+12%	+$606K	0.13%	150
2025 Q3	$4.89M	Buy	140,827 +8,515	+6%	+$290K	0.12%	156
2025 Q2	$4.31M	Buy	132,312 +45,034	+52%	+$1.45M	0.12%	166
2025 Q1	$2.83M	Buy	87,278 +4,067	+5%	+$129K	0.1%	210
2024 Q4	$2.54M	Sell	83,211 -10,616	-11%	-$329K	0.08%	233
2024 Q3	$2.92M	Buy	93,827 +49,086	+110%	+$1.49M	0.11%	190
2024 Q2	$1.33M	Buy	+44,741	New	+$1.34M	0.05%	329

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

Independent Financial Group's LVHI Position: Q2 2026 in Review

Independent Financial Group reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 1% in Q2 2026, selling an estimated $65.4K and leaving 152,765 shares worth $6.2M. The position accounts for 0.12% of the portfolio, ranked #174.

Independent Financial Group first reported a position in LVHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.26M in Q1 2026. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Independent Financial Group held 152,765 shares of Franklin International Low Volatility High Dividend Index ETF worth $6.2M as of Q2 2026.
Independent Financial Group sold 1,602 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $65.4K.
Franklin International Low Volatility High Dividend Index ETF made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #174 holding.
Independent Financial Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2024 and has held it in 9 quarters since.
Independent Financial Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $6.26M in Q1 2026.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.