Prosperity Financial Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Prosperity Financial Group’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	$506K	Buy	12,487 +3,565	+40%	+$140K	0.19%	117
2025 Q4	$329K	Buy	8,922 +668	+8%	+$24.1K	0.12%	129
2025 Q3	$287K	Buy	8,254 +1,329	+19%	+$45.2K	0.1%	135
2025 Q2	$225K	Buy	+6,925	New	+$222K	0.1%	148

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

Prosperity Financial Group's LVHI Position: Q1 2026 in Review

Prosperity Financial Group increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 40% in Q1 2026, buying an estimated $140K and bringing the position to 12,487 shares worth $506K. The position accounts for 0.19% of the portfolio, ranked #117.

Prosperity Financial Group first reported a position in LVHI in Q2 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

Prosperity Financial Group held 12,487 shares of Franklin International Low Volatility High Dividend Index ETF worth $506K as of Q1 2026.
Prosperity Financial Group bought 3,565 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $140K.
Franklin International Low Volatility High Dividend Index ETF made up 0.19% of Prosperity Financial Group's portfolio in Q1 2026, its #117 holding.
Prosperity Financial Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 4 quarters since.
296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.