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

Jackson 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
2025
Q3 		– Sell
-75,972
Closed -$2.47M – 169
2025
Q2 		$2.47M Sell
75,972
-1,631
-2% -$52.3K 0.27% 64
2025
Q1 		$2.51M Buy
+77,603
New +$2.46M 0.31% 64

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jackson Wealth Management's LVHI Position: Q3 2025 in Review

Jackson Wealth Management sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q3 2025, closing a stake of 75,972 shares — an estimated $2.47M sold.

Jackson Wealth Management first reported a position in LVHI in Q1 2025 and held it in 2 quarters. The position peaked at $2.51M in Q1 2025. 233 funds tracked by Wall St. Rank hold LVHI as of Q3 2025.

  • Jackson Wealth Management reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q3 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 75,972 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2025, an estimated $2.47M.
  • Jackson Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and held it in 2 quarters.
  • Jackson Wealth Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $2.51M in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.