Sovran Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Sovran 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	$354K	Sell	8,262 -4,060	-33%	-$166K	0.03%	442
2026 Q1	$505K	Buy	+12,322	New	+$485K	0.04%	367
2025 Q2	–	Sell	-85,066	Closed	-$2.63M	–	514
2025 Q1	$2.63M	Buy	85,066 +4,354	+5%	+$138K	0.34%	77
2024 Q4	$2.47M	Buy	+80,712	New	+$2.5M	0.35%	73

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

Sovran Advisors's LVHI Position: Q2 2026 in Review

Sovran Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 33% in Q2 2026, selling an estimated $166K and leaving 8,262 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #442.

Sovran Advisors first reported a position in LVHI in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.63M in Q1 2025. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Sovran Advisors held 8,262 shares of Franklin International Low Volatility High Dividend Index ETF worth $354K as of Q2 2026.
Sovran Advisors sold 4,060 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $166K.
Franklin International Low Volatility High Dividend Index ETF made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #442 holding.
Sovran Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 4 quarters since.
Sovran Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $2.63M in Q1 2025.
311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.