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Sunrise Financial Services’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Sunrise Financial Services’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 		$5.18M Buy
127,584
+9,936
+8% +$406K 3.08% 12
2026
Q1 		$4.77M Buy
117,648
+5,069
+5% +$199K 3.38% 8
2025
Q4 		$4.15M Buy
+112,579
New +$4.05M 3.12% 13

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sunrise Financial Services's LVHI Position: Q2 2026 in Review

Sunrise Financial Services increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 8.4% in Q2 2026, buying an estimated $406K and bringing the position to 127,584 shares worth $5.18M. The position accounts for 3.08% of the portfolio, ranked #12.

Sunrise Financial Services first reported a position in LVHI in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Sunrise Financial Services held 127,584 shares of Franklin International Low Volatility High Dividend Index ETF worth $5.18M as of Q2 2026.
  • Sunrise Financial Services bought 9,936 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $406K.
  • Franklin International Low Volatility High Dividend Index ETF made up 3.08% of Sunrise Financial Services's portfolio in Q2 2026, its #12 holding.
  • Sunrise Financial Services first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.