VisionPoint Advisory Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

VisionPoint Advisory Group’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	$1.11M	Sell	27,292 -2,826	-9%	-$115K	0.18%	130
2026 Q1	$1.22M	Sell	30,118 -23,466	-44%	-$923K	0.23%	102
2025 Q4	$1.97M	Buy	53,584 +2,641	+5%	+$95.1K	0.38%	72
2025 Q3	$1.77M	Buy	50,943 +1,954	+4%	+$66.5K	0.35%	81
2025 Q2	$1.59M	Buy	+48,989	New	+$1.57M	0.35%	81

Other funds holding LVHI

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

FCMA

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

VisionPoint Advisory Group's LVHI Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 9.4% in Q2 2026, selling an estimated $115K and leaving 27,292 shares worth $1.11M. The position accounts for 0.18% of the portfolio, ranked #130.

VisionPoint Advisory Group first reported a position in LVHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.97M in Q4 2025. 59 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

VisionPoint Advisory Group held 27,292 shares of Franklin International Low Volatility High Dividend Index ETF worth $1.11M as of Q2 2026.
VisionPoint Advisory Group sold 2,826 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $115K.
Franklin International Low Volatility High Dividend Index ETF made up 0.18% of VisionPoint Advisory Group's portfolio in Q2 2026, its #130 holding.
VisionPoint Advisory Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2025 and has held it in 5 quarters since.
VisionPoint Advisory Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $1.97M in Q4 2025.
59 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.