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WealthCare Investment Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

WealthCare Investment Partners’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 		$3.13M Buy
78,522
+898
+1% +$35.3K 0.87% 31
2025
Q4 		$2.89M Buy
77,624
+6,311
+9% +$227K 0.84% 30
2025
Q3 		$2.49M Buy
71,313
+7,452
+12% +$253K 0.81% 33
2025
Q2 		$2.11M Buy
63,861
+11,496
+22% +$369K 0.76% 38
2025
Q1 		$1.6M Buy
+52,365
New +$1.66M 0.68% 39

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthCare Investment Partners's LVHI Position: Q1 2026 in Review

WealthCare Investment Partners increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 1.2% in Q1 2026, buying an estimated $35.3K and bringing the position to 78,522 shares worth $3.13M. The position accounts for 0.87% of the portfolio, ranked #31.

WealthCare Investment Partners 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.

  • WealthCare Investment Partners held 78,522 shares of Franklin International Low Volatility High Dividend Index ETF worth $3.13M as of Q1 2026.
  • WealthCare Investment Partners bought 898 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $35.3K.
  • Franklin International Low Volatility High Dividend Index ETF made up 0.87% of WealthCare Investment Partners's portfolio in Q1 2026, its #31 holding.
  • WealthCare Investment Partners 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 WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.