ProVise Management Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

ProVise Management 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 Q2	$515K	Buy	12,698 +1,753	+16%	+$71.6K	0.03%	178
2026 Q1	$444K	Buy	10,945 +2,656	+32%	+$104K	0.03%	181
2025 Q4	$305K	Buy	8,289 +1,408	+20%	+$50.7K	0.02%	215
2025 Q3	$239K	Buy	+6,881	New	+$234K	0.02%	236

Other funds holding LVHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ProVise Management Group's LVHI Position: Q2 2026 in Review

ProVise Management Group increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 16% in Q2 2026, buying an estimated $71.6K and bringing the position to 12,698 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #178.

ProVise Management Group first reported a position in LVHI in Q3 2025 and has held it in 4 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

ProVise Management Group held 12,698 shares of Franklin International Low Volatility High Dividend Index ETF worth $515K as of Q2 2026.
ProVise Management Group bought 1,753 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $71.6K.
Franklin International Low Volatility High Dividend Index ETF made up 0.03% of ProVise Management Group's portfolio in Q2 2026, its #178 holding.
ProVise Management Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2025 and has held it in 4 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.