SHP Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

SHP Wealth Management’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	$10.1M	Sell	248,046 -6,567	-3%	-$268K	0.69%	16
2026 Q1	$10.3M	Buy	254,613 +10,528	+4%	+$414K	0.78%	17
2025 Q4	$8.99M	Buy	+244,085	New	+$8.79M	0.7%	21

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 22.9% 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

SHP Wealth Management's LVHI Position: Q2 2026 in Review

SHP Wealth Management reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 2.6% in Q2 2026, selling an estimated $268K and leaving 248,046 shares worth $10.1M. The position accounts for 0.69% of the portfolio, ranked #16.

SHP Wealth Management first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.3M in Q1 2026. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

SHP Wealth Management held 248,046 shares of Franklin International Low Volatility High Dividend Index ETF worth $10.1M as of Q2 2026.
SHP Wealth Management sold 6,567 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $268K.
Franklin International Low Volatility High Dividend Index ETF made up 0.69% of SHP Wealth Management's portfolio in Q2 2026, its #16 holding.
SHP Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's Franklin International Low Volatility High Dividend Index ETF position peaked at $10.3M in Q1 2026.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.