Wealth Enhancement Advisory Services
LVHI icon

Wealth Enhancement Advisory Services’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Wealth Enhancement Advisory 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
Q2 		$7.55M Buy
182,599
+7,627
+4% +$312K 0.01% 795
2026
Q1 		$7.14M Sell
174,972
-22,013
-11% -$866K 0.02% 726
2025
Q4 		$7.33M Buy
196,985
+13,817
+8% +$497K 0.01% 832
2025
Q3 		$6.44M Buy
183,168
+13,380
+8% +$455K 0.01% 832
2025
Q2 		$5.6M Sell
169,788
-22,353
-12% -$717K 0.01% 853
2025
Q1 		$6.22M Buy
192,141
+43,639
+29% +$1.38M 0.01% 745
2024
Q4 		$4.53M Buy
148,502
+93,479
+170% +$2.89M 0.01% 837
2024
Q3 		$1.71M Sell
55,023
-10,407
-16% -$317K ﹤0.01% 1136
2024
Q2 		$1.94M Sell
65,430
-11,696
-15% -$350K ﹤0.01% 997
2024
Q1 		$2.3M Sell
77,126
-15,908
-17% -$451K 0.01% 897
2023
Q4 		$2.57M Sell
93,034
-1,798
-2% -$49.3K 0.01% 815
2023
Q3 		$2.59M Buy
+94,832
New +$2.59M 0.01% 773

Other funds holding LVHI

IWS
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KMWM
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CMA
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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
PF
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return