Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SPC
Sigma Planning Corp’s
Franklin International Low Volatility High Dividend Index ETF
LVHI
Stock Holding History
Sigma Planning Corp’s Portfolio
LVHI Stock Details
LVHI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.57M
Buy
63,421
+1,688
+3%
+$66.4K
0.07%
292
2025
Q4
$2.27M
Buy
61,733
+640
+1%
+$23K
0.06%
303
2025
Q3
$2.12M
Sell
61,093
-712
-1%
-$24.2K
0.06%
309
2025
Q2
$2.01M
Buy
61,805
+3,457
+6%
+$111K
0.06%
305
2025
Q1
$1.89M
Sell
58,348
-363
-0.6%
-$11.5K
0.06%
301
2024
Q4
$1.79M
Sell
58,711
-789
-1%
-$24.4K
0.06%
311
2024
Q3
$1.85M
Sell
59,500
-43,175
-42%
-$1.31M
0.06%
312
2024
Q2
$3.04M
Sell
102,675
-5,057
-5%
-$151K
0.1%
206
2024
Q1
$3.21M
Buy
107,732
+59,610
+124%
+$1.69M
0.1%
206
2023
Q4
$1.33M
Sell
48,122
-47,411
-50%
-$1.3M
0.1%
208
2023
Q3
$2.6M
Buy
95,533
+4,555
+5%
+$124K
0.1%
222
2023
Q2
$2.47M
Buy
90,978
+50,619
+125%
+$1.38M
0.09%
247
2023
Q1
$1.09M
Buy
+40,359
New
+$1.08M
0.04%
474
Other funds holding LVHI
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close