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Ridgecrest Wealth Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Ridgecrest Wealth Partners’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 		$248K Hold
6,100
– – 0.12% 91
2026
Q1 		$247K Buy
+6,100
New +$240K 0.14% 84

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ridgecrest Wealth Partners's LVHI Position: Q2 2026 in Review

Ridgecrest Wealth Partners held its Franklin International Low Volatility High Dividend Index ETF (LVHI) position steady in Q2 2026 at 6,100 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #91.

Ridgecrest Wealth Partners first reported a position in LVHI in Q1 2026 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Ridgecrest Wealth Partners held 6,100 shares of Franklin International Low Volatility High Dividend Index ETF worth $248K as of Q2 2026.
  • Ridgecrest Wealth Partners left its Franklin International Low Volatility High Dividend Index ETF share count unchanged in Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.12% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • Ridgecrest Wealth Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.