Smart Money Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Smart Money Group’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
2025 Q1	–	Sell	-81,220	Closed	-$2.48M	–	89
2024 Q4	$2.48M	Buy	81,220 +3,210	+4%	+$99.4K	0.86%	32
2024 Q3	$2.41M	Buy	78,010 +3,677	+5%	+$112K	0.86%	34
2024 Q2	$2.28M	Buy	74,333 +2,709	+4%	+$81K	0.81%	32
2024 Q1	$2.11M	Buy	71,624 +1,268	+2%	+$36K	0.82%	33
2023 Q4	$1.95M	Buy	70,356 +2,643	+4%	+$72.5K	0.85%	29
2023 Q3	$1.85M	Buy	+67,713	New	+$1.85M	0.88%	28

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 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

Envestnet Asset Management

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

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return