CW
LQTI

CreativeOne Wealth’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

CreativeOne Wealth’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 		$580K Hold
30,030
– – 0.01% 750
2026
Q1 		$588K Sell
30,030
-2,934
-9% -$58.3K 0.01% 744
2025
Q4 		$663K Buy
+32,964
New +$667K 0.02% 687

Other funds holding LQTI

GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

CreativeOne Wealth's LQTI Position: Q2 2026 in Review

CreativeOne Wealth held its FT Vest Investment Grade & Target Income ETF (LQTI) position steady in Q2 2026 at 30,030 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #750.

CreativeOne Wealth first reported a position in LQTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $663K in Q4 2025. 61 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • CreativeOne Wealth held 30,030 shares of FT Vest Investment Grade & Target Income ETF worth $580K as of Q2 2026.
  • CreativeOne Wealth left its FT Vest Investment Grade & Target Income ETF share count unchanged in Q2 2026.
  • FT Vest Investment Grade & Target Income ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #750 holding.
  • CreativeOne Wealth first reported a position in FT Vest Investment Grade & Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • CreativeOne Wealth's FT Vest Investment Grade & Target Income ETF position peaked at $663K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.