Apollon Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Apollon Wealth Management’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Sell	24,639 -3,765	-13%	-$188K	0.01%	656
2026 Q1	$1.41M	Sell	28,404 -16,353	-37%	-$820K	0.02%	476
2025 Q4	$2.24M	Sell	44,757 -2,195	-5%	-$110K	0.04%	352
2025 Q3	$2.34M	Buy	46,952 +942	+2%	+$46.6K	0.04%	354
2025 Q2	$2.27M	Sell	46,010 -2,143	-4%	-$105K	0.04%	338
2025 Q1	$2.37M	Sell	48,153 -8,975	-16%	-$439K	0.05%	291
2024 Q4	$2.78M	Buy	57,128 +28,233	+98%	+$1.38M	0.06%	276
2024 Q3	$1.43M	Buy	28,895 +1,770	+7%	+$86.6K	0.04%	383
2024 Q2	$1.3M	Buy	27,125 +6,222	+30%	+$299K	0.04%	386
2024 Q1	$1.01M	Buy	20,903 +3,741	+22%	+$180K	0.03%	472
2023 Q4	$829K	Sell	17,162 -857	-5%	-$40.6K	0.03%	513
2023 Q3	$851K	Buy	18,019 +1,310	+8%	+$62.3K	0.04%	403
2023 Q2	$797K	Buy	16,709 +4,981	+42%	+$239K	0.04%	461
2023 Q1	$561K	Buy	11,728 +3,689	+46%	+$177K	0.03%	500
2022 Q4	$381K	Sell	8,039 -1,648	-17%	-$77.9K	0.03%	592
2022 Q3	$459K	Sell	9,687 -670	-6%	-$32.3K	0.04%	473
2022 Q2	$500K	Buy	10,357 +1,224	+13%	+$59.5K	0.04%	427
2022 Q1	$447K	Sell	9,133 -3,094	-25%	-$153K	0.03%	489
2021 Q4	$611K	Buy	+12,227	New	+$615K	0.05%	411

Other funds holding LMBS

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Apollon Wealth Management's LMBS Position: Q2 2026 in Review

Apollon Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 13% in Q2 2026, selling an estimated $188K and leaving 24,639 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #656.

Apollon Wealth Management first reported a position in LMBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.78M in Q4 2024. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Apollon Wealth Management held 24,639 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.23M as of Q2 2026.
Apollon Wealth Management sold 3,765 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $188K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #656 holding.
Apollon Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
Apollon Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.78M in Q4 2024.
457 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.