EverSource Wealth Advisors’s Amplify LQD Investment Grade 12% Target Income ETF LQDM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$302K Buy
+12,331
New +$305K 0.01% 797

EverSource Wealth Advisors's LQDM Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Amplify LQD Investment Grade 12% Target Income ETF (LQDM) in Q2 2026: 12,331 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #797 among its holdings.

1 fund tracked by Wall St. Rank holds LQDM as of Q2 2026.

  • EverSource Wealth Advisors held 12,331 shares of Amplify LQD Investment Grade 12% Target Income ETF worth $302K as of Q2 2026.
  • Amplify LQD Investment Grade 12% Target Income ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • Amplify LQD Investment Grade 12% Target Income ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #797 holding.
  • 1 fund tracked by Wall St. Rank held Amplify LQD Investment Grade 12% Target Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.