GIA
LQTI

Gladstone Institutional Advisory’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Gladstone Institutional Advisory’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 		$274K Sell
14,188
-642
-4% -$12.5K 0.01% 769
2026
Q1 		$290K Buy
+14,830
New +$295K 0.01% 675

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

Gladstone Institutional Advisory's LQTI Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 4.3% in Q2 2026, selling an estimated $12.5K and leaving 14,188 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #769.

Gladstone Institutional Advisory first reported a position in LQTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $290K in Q1 2026. 61 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Gladstone Institutional Advisory held 14,188 shares of FT Vest Investment Grade & Target Income ETF worth $274K as of Q2 2026.
  • Gladstone Institutional Advisory sold 642 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $12.5K.
  • FT Vest Investment Grade & Target Income ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #769 holding.
  • Gladstone Institutional Advisory first reported a position in FT Vest Investment Grade & Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Gladstone Institutional Advisory's FT Vest Investment Grade & Target Income ETF position peaked at $290K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.