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Planning Strategies Inc.’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Planning Strategies Inc.’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 		$16M Buy
+394,118
New +$16.1M 9.98% 2

Other funds holding LVHI

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Strategies Inc.'s LVHI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 394,118 shares worth $16M. The stake represents 9.98% of the portfolio and ranks #2 among its holdings.

113 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

  • Planning Strategies Inc. held 394,118 shares of Franklin International Low Volatility High Dividend Index ETF worth $16M as of Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Franklin International Low Volatility High Dividend Index ETF made up 9.98% of Planning Strategies Inc.'s portfolio in Q2 2026, its #2 holding.
  • 113 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.