Magnus Financial Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Magnus Financial Group’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	$578K	Sell	14,239 -671	-5%	-$27.4K	0.04%	222
2026 Q1	$604K	Buy	14,910 +671	+5%	+$26.4K	0.05%	204
2025 Q4	$524K	Hold	14,239	–	–	0.04%	253
2025 Q3	$495K	Hold	14,239	–	–	0.04%	259
2025 Q2	$463K	Hold	14,239	–	–	0.04%	242
2025 Q1	$461K	Hold	14,239	–	–	0.04%	232
2024 Q4	$435K	Sell	14,239 -20,000	-58%	-$619K	0.04%	236
2024 Q3	$1.06M	Hold	34,239	–	–	0.11%	145
2024 Q2	$1.01M	Sell	34,239 -2,500	-7%	-$74.7K	0.11%	137
2024 Q1	$1.09M	Hold	36,739	–	–	0.13%	126
2023 Q4	$1.02M	Hold	36,739	–	–	0.13%	119
2023 Q3	$1M	Buy	36,739 +425	+1%	+$11.6K	0.15%	110
2023 Q2	$987K	Buy	36,314 +940	+3%	+$25.7K	0.14%	114
2023 Q1	$954K	Hold	35,374	–	–	0.15%	118
2022 Q4	$904K	Buy	35,374 +1,374	+4%	+$35.2K	0.15%	118
2022 Q3	$820K	Hold	34,000	–	–	0.16%	113
2022 Q2	$871K	Hold	34,000	–	–	0.16%	112
2022 Q1	$916K	Hold	34,000	–	–	0.15%	113
2021 Q4	$901K	Hold	34,000	–	–	0.17%	94
2021 Q3	$869K	Hold	34,000	–	–	0.18%	82
2021 Q2	$876K	Hold	34,000	–	–	0.19%	82
2021 Q1	$863K	Hold	34,000	–	–	0.21%	70
2020 Q4	$796K	Hold	34,000	–	–	0.08%	92
2020 Q3	$748K	Hold	34,000	–	–	0.09%	84
2020 Q2	$751K	Buy	34,000 +9,000	+36%	+$193K	0.08%	97
2020 Q1	$517K	Buy	+25,000	New	+$623K	0.07%	135

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 Plymouth, Minnesota $59.8B 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

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

Magnus Financial Group's LVHI Position: Q2 2026 in Review

Magnus Financial Group reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 4.5% in Q2 2026, selling an estimated $27.4K and leaving 14,239 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #222.

Magnus Financial Group first reported a position in LVHI in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.09M in Q1 2024. 56 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Magnus Financial Group held 14,239 shares of Franklin International Low Volatility High Dividend Index ETF worth $578K as of Q2 2026.
Magnus Financial Group sold 671 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $27.4K.
Franklin International Low Volatility High Dividend Index ETF made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #222 holding.
Magnus Financial Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2020 and has held it in 26 quarters since.
Magnus Financial Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $1.09M in Q1 2024.
56 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.