Waverly Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$789K Buy
19,473
+131
+0.7% +$5.15K 0.01% 905
2025
Q4
$712K Buy
19,342
+127
+0.7% +$4.57K 0.01% 875
2025
Q3
$668K Buy
19,215
+4,012
+26% +$136K 0.01% 756
2025
Q2
$495K Buy
15,203
+4,861
+47% +$156K 0.01% 802
2025
Q1
$335K Buy
+10,342
New +$328K ﹤0.01% 893

Other funds holding LVHI

Waverly Advisors's LVHI Position: Q1 2026 in Review

Waverly Advisors increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 0.68% in Q1 2026, buying an estimated $5.15K and bringing the position to 19,473 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #905.

Waverly Advisors first reported a position in LVHI in Q1 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Waverly Advisors held 19,473 shares of Franklin International Low Volatility High Dividend Index ETF worth $789K as of Q1 2026.
  • Waverly Advisors bought 131 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $5.15K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #905 holding.
  • Waverly Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.