Richards, Merrill & Peterson’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Richards, Merrill & Peterson’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	$283K	Buy	+6,975	New	+$285K	0.09%	163
2025 Q2	–	Sell	-1,600	Closed	-$51.8K	–	355
2025 Q1	$51.8K	Hold	1,600	–	–	0.03%	248
2024 Q4	$48.8K	Buy	+1,600	New	+$49.5K	0.03%	241

Other funds holding LVHI

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

FCMA

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Richards, Merrill & Peterson's LVHI Position: Q2 2026 in Review

Richards, Merrill & Peterson opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 6,975 shares worth $283K. The stake represents 0.09% of the portfolio and ranks #163 among its holdings. This is a return to the name: Richards, Merrill & Peterson previously reported a position in LVHI as recently as Q1 2025.

Richards, Merrill & Peterson first reported a position in LVHI in Q4 2024 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Richards, Merrill & Peterson held 6,975 shares of Franklin International Low Volatility High Dividend Index ETF worth $283K as of Q2 2026.
Franklin International Low Volatility High Dividend Index ETF was a new Richards, Merrill & Peterson position in Q2 2026.
Franklin International Low Volatility High Dividend Index ETF made up 0.09% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #163 holding.
Richards, Merrill & Peterson first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 3 quarters since.
59 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.