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

Medallion Wealth 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	$9.94K	Sell	245 -19,396	-99%	-$792K	﹤0.01%	741
2026 Q1	$796K	Sell	19,641 -2,075	-10%	-$81.6K	0.26%	86
2025 Q4	$800K	Buy	21,716 +1,950	+10%	+$70.2K	0.27%	87
2025 Q3	$687K	Buy	19,766 +726	+4%	+$24.7K	0.24%	96
2025 Q2	$622K	Buy	19,040 +1,053	+6%	+$33.8K	0.24%	101
2025 Q1	$583K	Sell	17,987 -3,088	-15%	-$97.9K	0.26%	91
2024 Q4	$643K	Buy	+21,075	New	+$653K	0.32%	74

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

Medallion Wealth Advisors's LVHI Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 99% in Q2 2026, selling an estimated $792K and leaving 245 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Medallion Wealth Advisors first reported a position in LVHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $800K in Q4 2025. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Medallion Wealth Advisors held 245 shares of Franklin International Low Volatility High Dividend Index ETF worth $9.94K as of Q2 2026.
Medallion Wealth Advisors sold 19,396 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $792K.
Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #741 holding.
Medallion Wealth Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $800K in Q4 2025.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.