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Piedmont Capital Management (North Carolina)’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Piedmont Capital Management (North Carolina)’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 		$7.77M Buy
191,357
+20,646
+12% +$843K 4.74% 5
2026
Q1 		$6.92M Buy
170,711
+8,750
+5% +$344K 4.62% 5
2025
Q4 		$5.96M Buy
+161,961
New +$5.83M 3.92% 6

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Piedmont Capital Management (North Carolina)'s LVHI Position: Q2 2026 in Review

Piedmont Capital Management (North Carolina) increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 12% in Q2 2026, buying an estimated $843K and bringing the position to 191,357 shares worth $7.77M. The position accounts for 4.74% of the portfolio, ranked #5.

Piedmont Capital Management (North Carolina) first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Piedmont Capital Management (North Carolina) held 191,357 shares of Franklin International Low Volatility High Dividend Index ETF worth $7.77M as of Q2 2026.
  • Piedmont Capital Management (North Carolina) bought 20,646 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $843K.
  • Franklin International Low Volatility High Dividend Index ETF made up 4.74% of Piedmont Capital Management (North Carolina)'s portfolio in Q2 2026, its #5 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q2 2026, filed 13 Aug 2026.