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Partners Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Partners Wealth Management’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 		$397K Sell
9,780
-51
-0.5% -$2.08K 0.39% 66
2026
Q1 		$399K Buy
+9,831
New +$387K 0.41% 63

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
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Partners Wealth Management's LVHI Position: Q2 2026 in Review

Partners Wealth Management reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.52% in Q2 2026, selling an estimated $2.08K and leaving 9,780 shares worth $397K. The position accounts for 0.39% of the portfolio, ranked #66.

Partners Wealth Management first reported a position in LVHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $399K in Q1 2026. 94 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Partners Wealth Management held 9,780 shares of Franklin International Low Volatility High Dividend Index ETF worth $397K as of Q2 2026.
  • Partners Wealth Management sold 51 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $2.08K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.39% of Partners Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Partners Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Partners Wealth Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $399K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.