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

&Partners’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	$2.35M	Buy	57,828 +600	+1%	+$24.5K	0.01%	938
2026 Q1	$2.32M	Buy	57,228 +15,701	+38%	+$618K	0.01%	838
2025 Q4	$1.53M	Buy	41,527 +9,282	+29%	+$334K	0.01%	990
2025 Q3	$1.12M	Buy	32,245 +2,363	+8%	+$80.4K	0.01%	1034
2025 Q2	$973K	Buy	+29,882	New	+$959K	0.01%	993

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

&Partners's LVHI Position: Q2 2026 in Review

&Partners increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 1% in Q2 2026, buying an estimated $24.5K and bringing the position to 57,828 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #938.

&Partners first reported a position in LVHI in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

&Partners held 57,828 shares of Franklin International Low Volatility High Dividend Index ETF worth $2.35M as of Q2 2026.
&Partners bought 600 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $24.5K.
Franklin International Low Volatility High Dividend Index ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #938 holding.
&Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 5 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.