GVAG
LQTI

Great Valley Advisor Group’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Great Valley Advisor Group’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
Q1 		$4.27M Buy
217,958
+18,617
+9% +$370K 0.08% 226
2025
Q4 		$4.01M Buy
199,341
+129,920
+187% +$2.63M 0.08% 220
2025
Q3 		$1.42M Buy
69,421
+17,047
+33% +$345K 0.03% 412
2025
Q2 		$1.06M Buy
+52,374
New +$1.05M 0.02% 450

Other funds holding LQTI

GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Great Valley Advisor Group's LQTI Position: Q1 2026 in Review

Great Valley Advisor Group increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 9.3% in Q1 2026, buying an estimated $370K and bringing the position to 217,958 shares worth $4.27M. The position accounts for 0.08% of the portfolio, ranked #226.

Great Valley Advisor Group first reported a position in LQTI in Q2 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold LQTI as of Q1 2026.

  • Great Valley Advisor Group held 217,958 shares of FT Vest Investment Grade & Target Income ETF worth $4.27M as of Q1 2026.
  • Great Valley Advisor Group bought 18,617 FT Vest Investment Grade & Target Income ETF shares in Q1 2026, an estimated $370K.
  • FT Vest Investment Grade & Target Income ETF made up 0.08% of Great Valley Advisor Group's portfolio in Q1 2026, its #226 holding.
  • Great Valley Advisor Group first reported a position in FT Vest Investment Grade & Target Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.