Legacy Wealth Partners (Colorado)’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Legacy Wealth Partners (Colorado)’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	$288K	Buy	+7,085	New	+$289K	0.06%	155
2026 Q1	–	Sell	-47,025	Closed	-$1.73M	–	185
2025 Q4	$1.73M	Buy	+47,025	New	+$1.69M	0.45%	31

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

Legacy Wealth Partners (Colorado)'s LVHI Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 7,085 shares worth $288K. The stake represents 0.06% of the portfolio and ranks #155 among its holdings. This is a return to the name: Legacy Wealth Partners (Colorado) previously reported a position in LVHI as recently as Q4 2025.

Legacy Wealth Partners (Colorado) first reported a position in LVHI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.73M in Q4 2025. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Legacy Wealth Partners (Colorado) held 7,085 shares of Franklin International Low Volatility High Dividend Index ETF worth $288K as of Q2 2026.
Franklin International Low Volatility High Dividend Index ETF was a new Legacy Wealth Partners (Colorado) position in Q2 2026.
Franklin International Low Volatility High Dividend Index ETF made up 0.06% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #155 holding.
Legacy Wealth Partners (Colorado) first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 2 quarters since.
Legacy Wealth Partners (Colorado)'s Franklin International Low Volatility High Dividend Index ETF position peaked at $1.73M in Q4 2025.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.