Valued Retirements’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Valued Retirements’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	$1.24M	Buy	30,637 +1,331	+5%	+$52.4K	1.21%	23
2025 Q4	$1.08M	Buy	29,306 +7,908	+37%	+$285K	1.06%	27
2025 Q3	$697K	Hold	21,398	–	–	0.79%	33
2025 Q2	$697K	Buy	+21,398	New	+$687K	0.79%	33

Other funds holding LVHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valued Retirements's LVHI Position: Q1 2026 in Review

Valued Retirements increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 4.5% in Q1 2026, buying an estimated $52.4K and bringing the position to 30,637 shares worth $1.24M. The position accounts for 1.21% of the portfolio, ranked #23.

Valued Retirements first reported a position in LVHI in Q2 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

Valued Retirements held 30,637 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.24M as of Q1 2026.
Valued Retirements bought 1,331 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $52.4K.
Franklin International Low Volatility High Dividend Index ETF made up 1.21% of Valued Retirements's portfolio in Q1 2026, its #23 holding.
Valued Retirements first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 4 quarters since.
296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.