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

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return