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Innovative Asset Advisors Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Innovative Asset Advisors 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 		– Sell
-289
Closed -$11.7K – 700
2026
Q1 		$11.7K Buy
+289
New +$11.4K 0.01% 601

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Innovative Asset Advisors Group's LVHI Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026, closing a stake of 289 shares — an estimated $11.7K sold.

Innovative Asset Advisors Group first reported a position in LVHI in Q1 2026 and held it in 1 quarter. The position peaked at $11.7K in Q1 2026. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 289 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $11.7K.
  • Innovative Asset Advisors Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $11.7K 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 Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.