Insight Wealth Strategies’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Insight Wealth Strategies’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	$27.4M	Buy	679,172 +53,144	+8%	+$2.17M	2.68%	9
2026 Q1	$25.4M	Buy	626,028 +30,870	+5%	+$1.21M	2.83%	7
2025 Q4	$21.9M	Buy	595,158 +9,148	+2%	+$329K	2.51%	10
2025 Q3	$20.4M	Sell	586,010 -132,814	-18%	-$4.52M	2.4%	11
2025 Q2	$23.5M	Sell	718,824 -39	-0%	-$1.25K	2.97%	8
2025 Q1	$23.3M	Buy	718,863 +111,537	+18%	+$3.54M	3.13%	8
2024 Q4	$18.5M	Buy	607,326 +21,388	+4%	+$662K	2.49%	12
2024 Q3	$18.2M	Buy	585,938 +148,121	+34%	+$4.51M	2.4%	12
2024 Q2	$13M	Buy	437,817 +12,545	+3%	+$375K	1.85%	15
2024 Q1	$12.7M	Buy	+425,272	New	+$12.1M	1.86%	16

Other funds holding LVHI

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PSI

Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Insight Wealth Strategies's LVHI Position: Q2 2026 in Review

Insight Wealth Strategies increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 8.5% in Q2 2026, buying an estimated $2.17M and bringing the position to 679,172 shares worth $27.4M. The position accounts for 2.68% of the portfolio, ranked #9.

Insight Wealth Strategies first reported a position in LVHI in Q1 2024 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Insight Wealth Strategies held 679,172 shares of Franklin International Low Volatility High Dividend Index ETF worth $27.4M as of Q2 2026.
Insight Wealth Strategies bought 53,144 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $2.17M.
Franklin International Low Volatility High Dividend Index ETF made up 2.68% of Insight Wealth Strategies's portfolio in Q2 2026, its #9 holding.
Insight Wealth Strategies first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2024 and has held it in 10 quarters since.
115 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.