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

Merit 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 		$241K Buy
5,929
+42
+0.7% +$1.72K ﹤0.01% 1974
2026
Q1 		$239K Buy
5,887
+11
+0.2% +$433 ﹤0.01% 1802
2025
Q4 		$216K Buy
+5,876
New +$212K ﹤0.01% 1775

Other funds holding LVHI

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 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
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Merit Financial Group increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.71% in Q2 2026, buying an estimated $1.72K and bringing the position to 5,929 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Merit Financial Group first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Merit Financial Group held 5,929 shares of Franklin International Low Volatility High Dividend Index ETF worth $241K as of Q2 2026.
  • Merit Financial Group bought 42 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $1.72K.
  • Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1974 holding.
  • Merit Financial Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.