Signature Estate & Investment Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Signature Estate & Investment Advisors’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	$4.48M	Buy	110,509 +9,836	+10%	+$402K	0.08%	112
2026 Q1	$4.08M	Buy	100,673 +7,777	+8%	+$306K	0.08%	117
2025 Q4	$3.42M	Buy	92,896 +5,054	+6%	+$182K	0.07%	125
2025 Q3	$3.05M	Buy	87,842 +5,438	+7%	+$185K	0.07%	134
2025 Q2	$2.68M	Buy	82,404 +6,674	+9%	+$214K	0.06%	131
2025 Q1	$2.45M	Buy	75,730 +14,207	+23%	+$450K	0.06%	129
2024 Q4	$1.88M	Buy	61,523 +2,660	+5%	+$82.4K	0.05%	137
2024 Q3	$1.83M	Buy	58,863 +46,167	+364%	+$1.4M	0.04%	145
2024 Q2	$376K	Buy	+12,696	New	+$379K	0.01%	345

Other funds holding LVHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Signature Estate & Investment Advisors's LVHI Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 9.8% in Q2 2026, buying an estimated $402K and bringing the position to 110,509 shares worth $4.48M. The position accounts for 0.08% of the portfolio, ranked #112.

Signature Estate & Investment Advisors first reported a position in LVHI in Q2 2024 and has held it in 9 quarters since. 227 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Signature Estate & Investment Advisors held 110,509 shares of Franklin International Low Volatility High Dividend Index ETF worth $4.48M as of Q2 2026.
Signature Estate & Investment Advisors bought 9,836 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $402K.
Franklin International Low Volatility High Dividend Index ETF made up 0.08% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #112 holding.
Signature Estate & Investment Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2024 and has held it in 9 quarters since.
227 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.