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Oak Grove Capital’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Oak Grove Capital’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
Q3 		$7.17M Buy
171,800
+52,300
+44% +$2.22M 0.32% 47
2026
Q2 		$4.85M Buy
+119,500
New +$4.88M 0.23% 46

Other funds holding LVHI

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Oak Grove Capital's LVHI Position: Q3 2026 in Review

Oak Grove Capital increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 44% in Q3 2026, buying an estimated $2.22M and bringing the position to 171,800 shares worth $7.17M. The position accounts for 0.32% of the portfolio, ranked #47.

Oak Grove Capital first reported a position in LVHI in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold LVHI as of Q3 2026.

  • Oak Grove Capital held 171,800 shares of Franklin International Low Volatility High Dividend Index ETF worth $7.17M as of Q3 2026.
  • Oak Grove Capital bought 52,300 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2026, an estimated $2.22M.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.32% of Oak Grove Capital's portfolio in Q3 2026, its #47 holding.
  • Oak Grove Capital first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.