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

Thoroughbred 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
Q1 		$2.54M Buy
62,700
+3,240
+5% +$127K 0.15% 128
2025
Q4 		$2.19M Sell
59,460
-1,180
-2% -$42.5K 0.13% 154
2025
Q3 		$2.11M Buy
60,640
+297
+0.5% +$10.1K 0.13% 162
2025
Q2 		$1.96M Buy
60,343
+45,854
+316% +$1.47M 0.14% 154
2025
Q1 		$469K Buy
14,489
+12
+0.1% +$380 0.03% 431
2024
Q4 		$441K Buy
14,477
+2,721
+23% +$84.2K 0.03% 441
2024
Q3 		$365K Buy
11,756
+28
+0.2% +$852 0.02% 477
2024
Q2 		$347K Buy
11,728
+2,096
+22% +$62.6K 0.02% 465
2024
Q1 		$286K Sell
9,632
-2,047
-18% -$58.1K 0.03% 380
2023
Q4 		$323K Buy
11,679
+127
+1% +$3.48K 0.03% 458
2023
Q3 		$314K Buy
11,552
+3,857
+50% +$105K 0.03% 428
2023
Q2 		$209K Buy
+7,695
New +$210K 0.03% 397

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

Thoroughbred Financial Services's LVHI Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 5.4% in Q1 2026, buying an estimated $127K and bringing the position to 62,700 shares worth $2.54M. The position accounts for 0.15% of the portfolio, ranked #128.

Thoroughbred Financial Services first reported a position in LVHI in Q2 2023 and has held it in 12 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Thoroughbred Financial Services held 62,700 shares of Franklin International Low Volatility High Dividend Index ETF worth $2.54M as of Q1 2026.
  • Thoroughbred Financial Services bought 3,240 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $127K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.15% of Thoroughbred Financial Services's portfolio in Q1 2026, its #128 holding.
  • Thoroughbred Financial Services first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2023 and has held it in 12 quarters since.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.