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

Park Square 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 		$428K Sell
10,544
-2,174
-17% -$88.8K 3.86% 11
2026
Q1 		$516K Buy
12,718
+11,613
+1,051% +$457K 3.92% 11
2025
Q4 		$33.7K Sell
1,105
-18,171
-94% -$654K 0.2% 50
2025
Q3 		$670K Buy
19,276
+1,911
+11% +$65K 2.89% 13
2025
Q2 		$565K Sell
17,365
-2,454
-12% -$78.8K 0.41% 46
2025
Q1 		$642K Buy
19,819
+16,985
+599% +$538K 0.51% 37
2024
Q4 		$86.5K Buy
+2,834
New +$87.7K 0.06% 202

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Park Square Financial Group's LVHI Position: Q2 2026 in Review

Park Square Financial Group reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 17% in Q2 2026, selling an estimated $88.8K and leaving 10,544 shares worth $428K. The position accounts for 3.86% of the portfolio, ranked #11.

Park Square Financial Group first reported a position in LVHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $670K in Q3 2025. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Park Square Financial Group held 10,544 shares of Franklin International Low Volatility High Dividend Index ETF worth $428K as of Q2 2026.
  • Park Square Financial Group sold 2,174 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $88.8K.
  • Franklin International Low Volatility High Dividend Index ETF made up 3.86% of Park Square Financial Group's portfolio in Q2 2026, its #11 holding.
  • Park Square Financial Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $670K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.