Key Financial Inc’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Key Financial Inc’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	$1.91K	Sell	47 -3,313	-99%	-$135K	﹤0.01%	1157
2026 Q1	$136K	Hold	3,360	–	–	0.02%	355
2025 Q4	$124K	Hold	3,360	–	–	0.02%	359
2025 Q3	$117K	Hold	3,360	–	–	0.02%	366
2025 Q2	$109K	Hold	3,360	–	–	0.02%	365
2025 Q1	$109K	Hold	3,360	–	–	0.02%	345
2024 Q4	$103K	Buy	+3,360	New	+$104K	0.02%	342

Other funds holding LVHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Key Financial Inc's LVHI Position: Q2 2026 in Review

Key Financial Inc reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 99% in Q2 2026, selling an estimated $135K and leaving 47 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Key Financial Inc first reported a position in LVHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $136K in Q1 2026. 165 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Key Financial Inc held 47 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.91K as of Q2 2026.
Key Financial Inc sold 3,313 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $135K.
Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1157 holding.
Key Financial Inc first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 7 quarters since.
Key Financial Inc's Franklin International Low Volatility High Dividend Index ETF position peaked at $136K in Q1 2026.
165 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.