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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.81M	Buy	69,298 +5,877	+9%	+$240K	0.07%	287
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 $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 22.96% 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

Sigma Planning Corp's LVHI Position: Q2 2026 in Review

Sigma Planning Corp increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 9.3% in Q2 2026, buying an estimated $240K and bringing the position to 69,298 shares worth $2.81M. The position accounts for 0.07% of the portfolio, ranked #287.

Sigma Planning Corp first reported a position in LVHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.21M in Q1 2024. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Sigma Planning Corp held 69,298 shares of Franklin International Low Volatility High Dividend Index ETF worth $2.81M as of Q2 2026.
Sigma Planning Corp bought 5,877 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $240K.
Franklin International Low Volatility High Dividend Index ETF made up 0.07% of Sigma Planning Corp's portfolio in Q2 2026, its #287 holding.
Sigma Planning Corp first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and has held it in 14 quarters since.
Sigma Planning Corp's Franklin International Low Volatility High Dividend Index ETF position peaked at $3.21M in Q1 2024.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.