KMG Fiduciary Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

KMG Fiduciary 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 Q2	$1.48M	Sell	36,528 -11,988	-25%	-$490K	0.14%	107
2026 Q1	$1.97M	Sell	48,516 -454	-0.9%	-$17.9K	0.15%	134
2025 Q4	$1.8M	Buy	48,970 +631	+1%	+$22.7K	0.13%	140
2025 Q3	$1.68M	Buy	48,339 +233	+0.5%	+$7.92K	0.11%	154
2025 Q2	$1.57M	Buy	48,106 +4,001	+9%	+$128K	0.12%	157
2025 Q1	$1.43M	Buy	44,105 +5,868	+15%	+$186K	0.12%	160
2024 Q4	$1.17M	Buy	38,237 +4,228	+12%	+$131K	0.1%	165
2024 Q3	$1.06M	Buy	+34,009	New	+$1.03M	0.09%	167

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

KMG Fiduciary Partners's LVHI Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 25% in Q2 2026, selling an estimated $490K and leaving 36,528 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #107.

KMG Fiduciary Partners first reported a position in LVHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.97M in Q1 2026. 163 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

KMG Fiduciary Partners held 36,528 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.48M as of Q2 2026.
KMG Fiduciary Partners sold 11,988 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $490K.
Franklin International Low Volatility High Dividend Index ETF made up 0.14% of KMG Fiduciary Partners's portfolio in Q2 2026, its #107 holding.
KMG Fiduciary Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2024 and has held it in 8 quarters since.
KMG Fiduciary Partners's Franklin International Low Volatility High Dividend Index ETF position peaked at $1.97M in Q1 2026.
163 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.