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Stillwater Private Wealth’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Stillwater Private Wealth’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
Q1 		$577K Buy
+14,233
New +$560K 0.49% 41

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stillwater Private Wealth's LVHI Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2026: 14,233 shares worth $577K. The stake represents 0.49% of the portfolio and ranks #41 among its holdings.

296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Stillwater Private Wealth held 14,233 shares of Franklin International Low Volatility High Dividend Index ETF worth $577K as of Q1 2026.
  • Franklin International Low Volatility High Dividend Index ETF was a new Stillwater Private Wealth position in Q1 2026.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.49% of Stillwater Private Wealth's portfolio in Q1 2026, its #41 holding.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.