Silverlake Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Silverlake Wealth Management’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 Q1	$2.11M	Sell	52,139 -6,341	-11%	-$249K	0.44%	66
2025 Q4	$2.15M	Buy	58,480 +182	+0.3%	+$6.55K	0.48%	58
2025 Q3	$2.03M	Sell	58,298 -1,019	-2%	-$34.7K	0.49%	57
2025 Q2	$1.93M	Sell	59,317 -567	-0.9%	-$18.2K	0.56%	52
2025 Q1	$1.94M	Sell	59,884 -2,805	-4%	-$88.9K	0.73%	40
2024 Q4	$1.91M	Sell	62,689 -2,899	-4%	-$89.8K	0.73%	40
2024 Q3	$2.04M	Buy	65,588 +11,500	+21%	+$350K	0.77%	30
2024 Q2	$1.6M	Buy	+54,088	New	+$1.62M	0.66%	40

Other funds holding LVHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return