CIAS
LQTI

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

Capital Investment 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
2026
Q2 		$1.04M Sell
53,815
-2,063
-4% -$40.1K 0.06% 297
2026
Q1 		$1.09M Buy
55,878
+13,948
+33% +$277K 0.08% 242
2025
Q4 		$844K Buy
41,930
+17,445
+71% +$353K 0.06% 282
2025
Q3 		$500K Buy
24,485
+13,010
+113% +$263K 0.04% 363
2025
Q2 		$233K Buy
11,475
+9,520
+487% +$191K 0.02% 518
2025
Q1 		$40.1K Buy
+1,955
New +$39.9K ﹤0.01% 734

Other funds holding LQTI

RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM

Capital Investment Advisory Services's LQTI Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 3.7% in Q2 2026, selling an estimated $40.1K and leaving 53,815 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #297.

Capital Investment Advisory Services first reported a position in LQTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2026. 20 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Capital Investment Advisory Services held 53,815 shares of FT Vest Investment Grade & Target Income ETF worth $1.04M as of Q2 2026.
  • Capital Investment Advisory Services sold 2,063 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $40.1K.
  • FT Vest Investment Grade & Target Income ETF made up 0.06% of Capital Investment Advisory Services's portfolio in Q2 2026, its #297 holding.
  • Capital Investment Advisory Services first reported a position in FT Vest Investment Grade & Target Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Capital Investment Advisory Services's FT Vest Investment Grade & Target Income ETF position peaked at $1.09M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.