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

Principle Wealth 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 Q1	$3.9M	Buy	96,216 +2,241	+2%	+$88.2K	0.22%	87
2025 Q4	$3.46M	Buy	93,975 +10	+0%	+$360	0.19%	94
2025 Q3	$3.27M	Buy	93,965 +4	+0%	+$136	0.19%	95
2025 Q2	$3.06M	Sell	93,961 -272	-0.3%	-$8.73K	0.19%	97
2025 Q1	$3.05M	Sell	94,233 -4,610	-5%	-$146K	0.22%	101
2024 Q4	$3.02M	Buy	98,843 +8,342	+9%	+$258K	0.21%	101
2024 Q3	$2.81M	Sell	90,501 -3,242	-3%	-$98.6K	0.2%	105
2024 Q2	$2.78M	Buy	93,743 +13,188	+16%	+$394K	0.21%	103
2024 Q1	$2.4M	Buy	80,555 +2,485	+3%	+$70.5K	0.19%	114
2023 Q4	$2.16M	Buy	78,070 +11,263	+17%	+$309K	0.19%	116
2023 Q3	$1.82M	Buy	+66,807	New	+$1.82M	0.18%	112

Other funds holding LVHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principle Wealth Partners's LVHI Position: Q1 2026 in Review

Principle Wealth Partners increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 2.4% in Q1 2026, buying an estimated $88.2K and bringing the position to 96,216 shares worth $3.9M. The position accounts for 0.22% of the portfolio, ranked #87.

Principle Wealth Partners first reported a position in LVHI in Q3 2023 and has held it in 11 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

Principle Wealth Partners held 96,216 shares of Franklin International Low Volatility High Dividend Index ETF worth $3.9M as of Q1 2026.
Principle Wealth Partners bought 2,241 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $88.2K.
Franklin International Low Volatility High Dividend Index ETF made up 0.22% of Principle Wealth Partners's portfolio in Q1 2026, its #87 holding.
Principle Wealth Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2023 and has held it in 11 quarters since.
296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.