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

Mutual 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	$1.95M	Buy	48,017 +3,013	+7%	+$123K	0.04%	423
2026 Q1	$1.82M	Buy	45,004 +3,533	+9%	+$139K	0.04%	402
2025 Q4	$1.53M	Buy	41,471 +3,298	+9%	+$119K	0.03%	429
2025 Q3	$1.35M	Buy	38,173 +2,150	+6%	+$73.1K	0.03%	474
2025 Q2	$1.22M	Buy	+36,023	New	+$1.16M	0.03%	436
2025 Q1	–	Sell	-13,715	Closed	-$422K	–	1138
2024 Q4	$422K	Buy	+13,715	New	+$425K	0.01%	767

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

Mutual Advisors's LVHI Position: Q2 2026 in Review

Mutual Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 6.7% in Q2 2026, buying an estimated $123K and bringing the position to 48,017 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #423.

Mutual Advisors first reported a position in LVHI in Q4 2024 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Mutual Advisors held 48,017 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.95M as of Q2 2026.
Mutual Advisors bought 3,013 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $123K.
Franklin International Low Volatility High Dividend Index ETF made up 0.04% of Mutual Advisors's portfolio in Q2 2026, its #423 holding.
Mutual 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.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

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