PFS
LVHI icon

Prospera Financial Services’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Prospera Financial Services’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 		$1.23M Buy
30,236
+9,505
+46% +$388K 0.02% 683
2026
Q1 		$840K Buy
20,731
+14,425
+229% +$568K 0.01% 788
2025
Q4 		$232K Buy
+6,306
New +$227K ﹤0.01% 1239

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

Prospera Financial Services's LVHI Position: Q2 2026 in Review

Prospera Financial Services increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 46% in Q2 2026, buying an estimated $388K and bringing the position to 30,236 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #683.

Prospera Financial Services first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Prospera Financial Services held 30,236 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.23M as of Q2 2026.
  • Prospera Financial Services bought 9,505 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $388K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #683 holding.
  • Prospera Financial Services first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.