Steward Partners Investment Advisory’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.07M Sell
100,389
-199,120
-66% -$8.13M 0.02% 639
2026
Q1
$12.1M Sell
299,509
-774
-0.3% -$30.4K 0.06% 288
2025
Q4
$11.1M Buy
300,283
+1,110
+0.4% +$40K 0.06% 276
2025
Q3
$10.4M Buy
299,173
+3,253
+1% +$111K 0.06% 271
2025
Q2
$9.63M Buy
295,920
+76,049
+35% +$2.44M 0.08% 255
2025
Q1
$7.12M Buy
219,871
+210,781
+2,319% +$6.68M 0.06% 313
2024
Q4
$277K Buy
9,090
+1,674
+23% +$51.8K ﹤0.01% 1450
2024
Q3
$230K Sell
7,416
-1,080
-13% -$32.9K ﹤0.01% 1458
2024
Q2
$252K Buy
8,496
+5,495
+183% +$164K ﹤0.01% 1347
2024
Q1
$89.4K Sell
3,001
-200
-6% -$5.67K ﹤0.01% 1826
2023
Q4
$88.5K Buy
3,201
+2,800
+698% +$76.8K ﹤0.01% 1745
2023
Q3
$10.9K Hold
401
﹤0.01% 2562
2023
Q2
$10.9K Buy
+401
New +$11K ﹤0.01% 2540

Other funds holding LVHI

Steward Partners Investment Advisory's LVHI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 66% in Q2 2026, selling an estimated $8.13M and leaving 100,389 shares worth $4.07M. The position accounts for 0.02% of the portfolio, ranked #639.

Steward Partners Investment Advisory first reported a position in LVHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.1M in Q1 2026. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Steward Partners Investment Advisory held 100,389 shares of Franklin International Low Volatility High Dividend Index ETF worth $4.07M as of Q2 2026.
  • Steward Partners Investment Advisory sold 199,120 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $8.13M.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #639 holding.
  • Steward Partners Investment Advisory first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2023 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's Franklin International Low Volatility High Dividend Index ETF position peaked at $12.1M 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.