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Jaffetilchin Investment Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$311K Buy
7,665
+551
+8% +$21.7K 0.02% 355
2025
Q4 		$262K Buy
+7,114
New +$256K 0.02% 388

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 $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jaffetilchin Investment Partners's LVHI Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 7.7% in Q1 2026, buying an estimated $21.7K and bringing the position to 7,665 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #355.

Jaffetilchin Investment Partners first reported a position in LVHI in Q4 2025 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Jaffetilchin Investment Partners held 7,665 shares of Franklin International Low Volatility High Dividend Index ETF worth $311K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 551 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $21.7K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #355 holding.
  • Jaffetilchin Investment Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.