LA
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LexAurum Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

LexAurum Advisors’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 		$411K Sell
10,118
-172
-2% -$7.03K 0.05% 283
2026
Q1 		$417K Buy
+10,290
New +$405K 0.05% 261
2025
Q3 		$349K Sell
10,035
-445
-4% -$15.1K 0.05% 271
2025
Q2 		$341K Buy
10,480
+75
+0.7% +$2.41K 0.05% 249
2025
Q1 		$337K Sell
10,405
-198
-2% -$6.28K 0.06% 250
2024
Q4 		$324K Sell
10,603
-1,087
-9% -$33.7K 0.06% 254
2024
Q3 		$363K Sell
11,690
-1,562
-12% -$47.5K 0.08% 212
2024
Q2 		$393K Buy
13,252
+243
+2% +$7.26K 0.1% 188
2024
Q1 		$387K Buy
13,009
+8
+0.1% +$227 0.1% 183
2023
Q4 		$360K Buy
13,001
+308
+2% +$8.45K 0.09% 191
2023
Q3 		$346K Buy
12,693
+1,444
+13% +$39.4K 0.1% 191
2023
Q2 		$306K Buy
11,249
+279
+3% +$7.63K 0.09% 200
2023
Q1 		$296K Buy
10,970
+2,140
+24% +$57.1K 0.1% 195
2022
Q4 		$226K Buy
+8,830
New +$226K 0.08% 219

Other funds holding LVHI

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return