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

Waverly Advisors’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	$764K	Sell	18,827 -646	-3%	-$26.4K	﹤0.01%	984
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Waverly Advisors's LVHI Position: Q2 2026 in Review

Waverly Advisors reduced its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 3.3% in Q2 2026, selling an estimated $26.4K and leaving 18,827 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Waverly Advisors first reported a position in LVHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $789K in Q1 2026. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Waverly Advisors held 18,827 shares of Franklin International Low Volatility High Dividend Index ETF worth $764K as of Q2 2026.
Waverly Advisors sold 646 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $26.4K.
Franklin International Low Volatility High Dividend Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #984 holding.
Waverly Advisors first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2025 and has held it in 6 quarters since.
Waverly Advisors's Franklin International Low Volatility High Dividend Index ETF position peaked at $789K in Q1 2026.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.