Sound Income Strategies’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Sound Income Strategies’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	–	Sell	-2,933	Closed	-$119K	–	1580
2026 Q1	$119K	Buy	+2,933	New	+$115K	0.01%	542
2024 Q4	–	Sell	-142	Closed	-$4.41K	–	1520
2024 Q3	$4.41K	Buy	+142	New	+$4.32K	﹤0.01%	974
2024 Q1	–	Sell	-264	Closed	-$7.29K	–	1407
2023 Q4	$7.29K	Sell	264 -42	-14%	-$1.15K	﹤0.01%	806
2023 Q3	$8.34K	Hold	306	–	–	﹤0.01%	624
2023 Q2	$8.32K	Sell	306 -122	-29%	-$3.34K	﹤0.01%	614
2023 Q1	$11.5K	Sell	428 -11	-3%	-$293	﹤0.01%	521
2022 Q4	$11.2K	Hold	439	–	–	﹤0.01%	495
2022 Q3	$11K	Hold	439	–	–	﹤0.01%	452
2022 Q2	$11K	Sell	439 -58	-12%	-$1.56K	﹤0.01%	452
2022 Q1	$13K	Sell	497 -60	-11%	-$1.61K	﹤0.01%	423
2021 Q4	$15K	Hold	557	–	–	﹤0.01%	417
2021 Q3	$14K	Hold	557	–	–	﹤0.01%	406
2021 Q2	$14K	Buy	+557	New	+$14.3K	﹤0.01%	415

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

Sound Income Strategies's LVHI Position: Q2 2026 in Review

Sound Income Strategies sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026, closing a stake of 2,933 shares — an estimated $119K sold.

Sound Income Strategies first reported a position in LVHI in Q2 2021 and held it in 13 quarters. The position peaked at $119K in Q1 2026. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Sound Income Strategies reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 2,933 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $119K.
Sound Income Strategies first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2021 and held it in 13 quarters.
Sound Income Strategies's Franklin International Low Volatility High Dividend Index ETF position peaked at $119K in Q1 2026.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.