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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's LVHI Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 9.6% in Q1 2026, selling an estimated $81.6K and leaving 19,641 shares worth $796K. The position accounts for 0.26% of the portfolio, ranked #86.

Medallion Wealth Advisors first reported a position in LVHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $800K in Q4 2025. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Medallion Wealth Advisors held 19,641 shares of Franklin International Low Volatility High Dividend Index ETF worth $796K as of Q1 2026.
  • Medallion Wealth Advisors sold 2,075 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $81.6K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.26% of Medallion Wealth Advisors's portfolio in Q1 2026, its #86 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 6 quarters since.
  • Medallion Wealth Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $800K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.