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
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: Q1 2026 in Review

Sierra Ocean increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 2.1% in Q1 2026, buying an estimated $224K and bringing the position to 272,281 shares worth $11M. The position accounts for 9.06% of the portfolio, ranked #4.

Sierra Ocean first reported a position in LVHI in Q4 2024 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Sierra Ocean held 272,281 shares of Franklin International Low Volatility High Dividend Index ETF worth $11M as of Q1 2026.
  • Sierra Ocean bought 5,697 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $224K.
  • Franklin International Low Volatility High Dividend Index ETF made up 9.06% of Sierra Ocean's portfolio in Q1 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 6 quarters since.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Sierra Ocean's 13F filing for Q1 2026, filed 27 Apr 2026.