AAS
LQTI

Avantax Advisory Services’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Avantax Advisory Services’s Portfolio LQTI Stock Details LQTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Buy
71,761
+5,805
+9% +$116K 0.01% 956
2025
Q1 		$1.35M Buy
+65,956
New +$1.35M 0.01% 938

Other funds holding LQTI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Avantax Advisory Services's LQTI Position: Q2 2025 in Review

Avantax Advisory Services increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 8.8% in Q2 2025, buying an estimated $116K and bringing the position to 71,761 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #956.

Avantax Advisory Services first reported a position in LQTI in Q1 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold LQTI as of Q2 2025.

  • Avantax Advisory Services held 71,761 shares of FT Vest Investment Grade & Target Income ETF worth $1.46M as of Q2 2025.
  • Avantax Advisory Services bought 5,805 FT Vest Investment Grade & Target Income ETF shares in Q2 2025, an estimated $116K.
  • FT Vest Investment Grade & Target Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #956 holding.
  • Avantax Advisory Services first reported a position in FT Vest Investment Grade & Target Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.