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Savvy Advisors Inc’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Savvy Advisors Inc’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 		$3.42M Buy
84,194
+13,147
+19% +$537K 0.07% 213
2026
Q1 		$2.88M Buy
71,047
+212
+0.3% +$8.34K 0.08% 196
2025
Q4 		$2.61M Buy
70,835
+57,288
+423% +$2.06M 0.08% 186
2025
Q3 		$471K Sell
13,547
-617
-4% -$21K 0.02% 444
2025
Q2 		$461K Buy
14,164
+7,127
+101% +$229K 0.03% 372
2025
Q1 		$228K Sell
7,037
-1,428
-17% -$45.3K 0.02% 458
2024
Q4 		$258K Buy
+8,465
New +$262K 0.03% 371

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

Savvy Advisors Inc's LVHI Position: Q2 2026 in Review

Savvy Advisors Inc increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 19% in Q2 2026, buying an estimated $537K and bringing the position to 84,194 shares worth $3.42M. The position accounts for 0.07% of the portfolio, ranked #213.

Savvy Advisors Inc 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.

  • Savvy Advisors Inc held 84,194 shares of Franklin International Low Volatility High Dividend Index ETF worth $3.42M as of Q2 2026.
  • Savvy Advisors Inc bought 13,147 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $537K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q2 2026, its #213 holding.
  • Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.