KIM
LVHI icon

Kestra Investment Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Kestra Investment 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
-8,353
Closed -$271K – 773
2025
Q2 		$271K Buy
8,353
+2,546
+44% +$81.7K ﹤0.01% 444
2025
Q1 		$188K Buy
+5,807
New +$184K 0.01% 381

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kestra Investment Management's LVHI Position: Q3 2025 in Review

Kestra Investment Management sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q3 2025, closing a stake of 8,353 shares — an estimated $271K sold.

Kestra Investment Management first reported a position in LVHI in Q1 2025 and held it in 2 quarters. The position peaked at $271K in Q2 2025. 233 funds tracked by Wall St. Rank hold LVHI as of Q3 2025.

  • Kestra Investment Management reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 8,353 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2025, an estimated $271K.
  • Kestra Investment Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $271K in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.