AAS
LTTI

Avantax Advisory Services’s FT Vest 20+ Year Treasury & Target Income ETF LTTI Stock Holding History

Avantax Advisory Services’s Portfolio LTTI Stock Details LTTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.06M Sell
205,162
-19
-0% -$372 0.02% 525
2025
Q1 		$4.24M Buy
+205,181
New +$4.21M 0.03% 470

Other funds holding LTTI

NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Avantax Advisory Services reduced its FT Vest 20+ Year Treasury & Target Income ETF (LTTI) stake by 0.01% in Q2 2025, selling an estimated $372 and leaving 205,162 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #525.

Avantax Advisory Services first reported a position in LTTI in Q1 2025 and has held it in 2 quarters since. The position peaked at $4.24M in Q1 2025. 7 funds tracked by Wall St. Rank hold LTTI as of Q2 2025.

  • Avantax Advisory Services held 205,162 shares of FT Vest 20+ Year Treasury & Target Income ETF worth $4.06M as of Q2 2025.
  • Avantax Advisory Services sold 19 FT Vest 20+ Year Treasury & Target Income ETF shares in Q2 2025, an estimated $372.
  • FT Vest 20+ Year Treasury & Target Income ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #525 holding.
  • Avantax Advisory Services first reported a position in FT Vest 20+ Year Treasury & Target Income ETF in Q1 2025 and has held it in 2 quarters since.
  • Avantax Advisory Services's FT Vest 20+ Year Treasury & Target Income ETF position peaked at $4.24M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held FT Vest 20+ Year Treasury & Target Income ETF as of Q2 2025.

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