Maia Wealth’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Maia Wealth’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 Q1	$3.4M	Buy	83,859 +19,578	+30%	+$770K	0.58%	49
2025 Q4	$2.6M	Buy	64,281 +9,736	+18%	+$351K	0.44%	60
2025 Q3	$1.98M	Buy	54,545 +10,601	+24%	+$361K	0.33%	84
2025 Q2	$1.43M	Buy	43,944 +23,917	+119%	+$768K	0.27%	99
2025 Q1	$603K	Buy	20,027 +11,421	+133%	+$362K	0.14%	158
2024 Q4	$269K	Buy	+8,606	New	+$266K	0.06%	249

Other funds holding LVHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Maia Wealth's LVHI Position: Q1 2026 in Review

Maia Wealth increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 30% in Q1 2026, buying an estimated $770K and bringing the position to 83,859 shares worth $3.4M. The position accounts for 0.58% of the portfolio, ranked #49.

Maia Wealth first reported a position in LVHI in Q4 2024 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

Maia Wealth held 83,859 shares of Franklin International Low Volatility High Dividend Index ETF worth $3.4M as of Q1 2026.
Maia Wealth bought 19,578 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $770K.
Franklin International Low Volatility High Dividend Index ETF made up 0.58% of Maia Wealth's portfolio in Q1 2026, its #49 holding.
Maia Wealth first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 6 quarters since.
296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.