Retirement Planning Group (New York)’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Retirement Planning Group (New York)’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	$5.52M	Buy	136,096 +8,305	+6%	+$339K	3.01%	10
2026 Q1	$5.18M	Buy	127,791 +8,308	+7%	+$327K	3.34%	8
2025 Q4	$4.4M	Buy	119,483 +3,618	+3%	+$130K	3%	10
2025 Q3	$4.03M	Buy	115,865 +4,147	+4%	+$141K	3.01%	11
2025 Q2	$3.64M	Buy	111,718 +1,983	+2%	+$63.6K	3.2%	11
2025 Q1	$3.55M	Buy	109,735 +2,884	+3%	+$91.4K	3.61%	11
2024 Q4	$3.26M	Buy	+106,851	New	+$3.31M	3.59%	11

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 22.96% 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

Retirement Planning Group (New York)'s LVHI Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 6.5% in Q2 2026, buying an estimated $339K and bringing the position to 136,096 shares worth $5.52M. The position accounts for 3.01% of the portfolio, ranked #10.

Retirement Planning Group (New York) first reported a position in LVHI in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Retirement Planning Group (New York) held 136,096 shares of Franklin International Low Volatility High Dividend Index ETF worth $5.52M as of Q2 2026.
Retirement Planning Group (New York) bought 8,305 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $339K.
Franklin International Low Volatility High Dividend Index ETF made up 3.01% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #10 holding.
Retirement Planning Group (New York) first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.