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

Lakeridge 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
2026 Q2	$948K	Sell	23,366 -95,238	-80%	-$3.89M	0.35%	58
2026 Q1	$4.81M	Sell	118,604 -3,461	-3%	-$136K	2.07%	12
2025 Q4	$4.49M	Buy	122,065 +3,251	+3%	+$117K	2.04%	13
2025 Q3	$4.13M	Buy	118,814 +414	+0.3%	+$14.1K	1.84%	17
2025 Q2	$3.85M	Buy	118,400 +4,727	+4%	+$152K	1.77%	17
2025 Q1	$3.68M	Buy	113,673 +6,557	+6%	+$208K	1.84%	15
2024 Q4	$3.27M	Buy	107,116 +2,354	+2%	+$72.9K	1.69%	15
2024 Q3	$3.26M	Buy	+104,762	New	+$3.19M	1.79%	14

Other funds holding LVHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lakeridge Wealth Management's LVHI Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 80% in Q2 2026, selling an estimated $3.89M and leaving 23,366 shares worth $948K. The position accounts for 0.35% of the portfolio, ranked #58.

Lakeridge Wealth Management first reported a position in LVHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.81M in Q1 2026. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Lakeridge Wealth Management held 23,366 shares of Franklin International Low Volatility High Dividend Index ETF worth $948K as of Q2 2026.
Lakeridge Wealth Management sold 95,238 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $3.89M.
Franklin International Low Volatility High Dividend Index ETF made up 0.35% of Lakeridge Wealth Management's portfolio in Q2 2026, its #58 holding.
Lakeridge Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2024 and has held it in 8 quarters since.
Lakeridge Wealth Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $4.81M in Q1 2026.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.