Lloyd Advisory Services’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Lloyd Advisory Services’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	$12.7K	Buy	+313	New	+$12.8K	﹤0.01%	354
2026 Q1	–	Sell	-1,139	Closed	-$42K	–	968
2025 Q4	$42K	Sell	1,139 -35,411	-97%	-$1.27M	0.02%	256
2025 Q3	$1.27M	Buy	+36,550	New	+$1.24M	0.6%	32
2025 Q2	–	Sell	-37,884	Closed	-$1.23M	–	111
2025 Q1	$1.23M	Buy	+37,884	New	+$1.2M	0.62%	35

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

Lloyd Advisory Services's LVHI Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 313 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in LVHI as recently as Q4 2025.

Lloyd Advisory Services first reported a position in LVHI in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q3 2025. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Lloyd Advisory Services held 313 shares of Franklin International Low Volatility High Dividend Index ETF worth $12.7K as of Q2 2026.
Franklin International Low Volatility High Dividend Index ETF was a new Lloyd Advisory Services position in Q2 2026.
Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #354 holding.
Lloyd Advisory Services first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 4 quarters since.
Lloyd Advisory Services's Franklin International Low Volatility High Dividend Index ETF position peaked at $1.27M in Q3 2025.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.