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

Pension & Wealth Management 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 		$112K Buy
+2,750
New +$112K 0.03% 240

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pension & Wealth Management Advisors's LVHI Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 2,750 shares worth $112K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings.

302 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Pension & Wealth Management Advisors held 2,750 shares of Franklin International Low Volatility High Dividend Index ETF worth $112K as of Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF was a new Pension & Wealth Management Advisors position in Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #240 holding.
  • 302 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.