IFWM
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Institute for Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Institute for Wealth Management’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 		$1.17K Buy
+29
New +$1.19K ﹤0.01% 1645

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
MOR Wealth Management Philadelphia, Pennsylvania $251M AUM

Institute for Wealth Management's LVHI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 29 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #1645 among its holdings.

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

  • Institute for Wealth Management held 29 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.17K as of Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF was a new Institute for Wealth Management position in Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1645 holding.
  • 211 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.