Sierra Ocean’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
Q2
$11.3M Buy
278,606
+6,325
+2% +$258K 7.83% 4
2026
Q1
$11M Buy
272,281
+5,697
+2% +$224K 9.06% 4
2025
Q4
$9.82M Buy
266,584
+7,841
+3% +$282K 8.12% 4
2025
Q3
$8.99M Buy
258,743
+99,580
+63% +$3.39M 7.55% 4
2025
Q2
$5.18M Buy
159,163
+4,994
+3% +$160K 3.74% 9
2025
Q1
$4.99M Buy
154,169
+8,802
+6% +$279K 3.94% 9
2024
Q4
$4.44M Buy
+145,367
New +$4.5M 3.62% 10

Other funds holding LVHI

Sierra Ocean's LVHI Position: Q2 2026 in Review

Sierra Ocean increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 2.3% in Q2 2026, buying an estimated $258K and bringing the position to 278,606 shares worth $11.3M. The position accounts for 7.83% of the portfolio, ranked #4.

Sierra Ocean 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.

  • Sierra Ocean held 278,606 shares of Franklin International Low Volatility High Dividend Index ETF worth $11.3M as of Q2 2026.
  • Sierra Ocean bought 6,325 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $258K.
  • Franklin International Low Volatility High Dividend Index ETF made up 7.83% of Sierra Ocean's portfolio in Q2 2026, its #4 holding.
  • Sierra Ocean 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 Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.