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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

SHP Wealth Management's LVHI Position: Q1 2026 in Review

SHP Wealth Management increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 4.3% in Q1 2026, buying an estimated $414K and bringing the position to 254,613 shares worth $10.3M. The position accounts for 0.78% of the portfolio, ranked #17.

SHP Wealth Management first reported a position in LVHI in Q4 2025 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • SHP Wealth Management held 254,613 shares of Franklin International Low Volatility High Dividend Index ETF worth $10.3M as of Q1 2026.
  • SHP Wealth Management bought 10,528 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $414K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.78% of SHP Wealth Management's portfolio in Q1 2026, its #17 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 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.