Shore Point Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Shore Point Advisors’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	$979K	Sell	24,114 -117	-0.5%	-$4.78K	0.33%	38
2026 Q1	$982K	Sell	24,231 -499	-2%	-$19.6K	0.39%	38
2025 Q4	$911K	Buy	24,730 +261	+1%	+$9.4K	0.39%	37
2025 Q3	$850K	Sell	24,469 -392	-2%	-$13.3K	0.38%	36
2025 Q2	$809K	Buy	24,861 +310	+1%	+$9.95K	0.39%	34
2025 Q1	$795K	Sell	24,551 -24	-0.1%	-$761	0.42%	35
2024 Q4	$750K	Buy	24,575 +506	+2%	+$15.7K	0.4%	36
2024 Q3	$748K	Buy	24,069 +95	+0.4%	+$2.89K	0.4%	36
2024 Q2	$711K	Buy	23,974 +262	+1%	+$7.83K	0.4%	35
2024 Q1	$706K	Sell	23,712 -2,804	-11%	-$79.5K	0.4%	35
2023 Q4	$733K	Buy	+26,516	New	+$727K	0.45%	34

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

Shore Point Advisors's LVHI Position: Q2 2026 in Review

Shore Point Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.48% in Q2 2026, selling an estimated $4.78K and leaving 24,114 shares worth $979K. The position accounts for 0.33% of the portfolio, ranked #38.

Shore Point Advisors first reported a position in LVHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $982K in Q1 2026. 57 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Shore Point Advisors held 24,114 shares of Franklin International Low Volatility High Dividend Index ETF worth $979K as of Q2 2026.
Shore Point Advisors sold 117 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $4.78K.
Franklin International Low Volatility High Dividend Index ETF made up 0.33% of Shore Point Advisors's portfolio in Q2 2026, its #38 holding.
Shore Point Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2023 and has held it in 11 quarters since.
Shore Point Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $982K in Q1 2026.
57 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.