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

SK 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 Q2	$17.5M	Sell	406,952 -1,354	-0.3%	-$55.3K	3.94%	8
2026 Q1	$16.7M	Buy	408,306 +612	+0.2%	+$24.1K	4.64%	8
2025 Q4	$15.7M	Sell	407,694 -35,888	-8%	-$1.29M	4.37%	7
2025 Q3	$15.6M	Buy	443,582 +17,064	+4%	+$580K	5.83%	5
2025 Q2	$14.2M	Buy	426,518 +11,187	+3%	+$359K	6.15%	6
2025 Q1	$12.7M	Buy	415,331 +8,715	+2%	+$276K	6.79%	6
2024 Q4	$12.4M	Buy	406,616 +1,247	+0.3%	+$38.6K	6.32%	6
2024 Q3	$12.3M	Buy	+405,369	New	+$12.3M	6.29%	6

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

SK Wealth Management's LVHI Position: Q2 2026 in Review

SK Wealth Management reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.33% in Q2 2026, selling an estimated $55.3K and leaving 406,952 shares worth $17.5M. The position accounts for 3.94% of the portfolio, ranked #8.

SK Wealth Management first reported a position in LVHI in Q3 2024 and has held it in 8 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

SK Wealth Management held 406,952 shares of Franklin International Low Volatility High Dividend Index ETF worth $17.5M as of Q2 2026.
SK Wealth Management sold 1,354 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $55.3K.
Franklin International Low Volatility High Dividend Index ETF made up 3.94% of SK Wealth Management's portfolio in Q2 2026, its #8 holding.
SK Wealth Management first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2024 and has held it in 8 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.