Y-Intercept (HK)’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Y-Intercept (HK)’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	$300K	Buy	+7,386	New	+$302K	0.01%	1466
2026 Q1	–	Sell	-13,985	Closed	-$515K	–	1854
2025 Q4	$515K	Sell	13,985 -6,355	-31%	-$229K	0.01%	1230
2025 Q3	$707K	Buy	+20,340	New	+$692K	0.02%	1128

Other funds holding LVHI

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 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

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Prota Financial Houston, Texas $152M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Y-Intercept (HK)'s LVHI Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q2 2026: 7,386 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #1466 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in LVHI as recently as Q4 2025.

Y-Intercept (HK) first reported a position in LVHI in Q3 2025 and has held it in 3 quarters since. The position peaked at $707K in Q3 2025. 64 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Y-Intercept (HK) held 7,386 shares of Franklin International Low Volatility High Dividend Index ETF worth $300K as of Q2 2026.
Franklin International Low Volatility High Dividend Index ETF was a new Y-Intercept (HK) position in Q2 2026.
Franklin International Low Volatility High Dividend Index ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1466 holding.
Y-Intercept (HK) first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q3 2025 and has held it in 3 quarters since.
Y-Intercept (HK)'s Franklin International Low Volatility High Dividend Index ETF position peaked at $707K in Q3 2025.
64 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.