GWANC
LQTI

Guardian Wealth Advisors (North Carolina)’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$40.3M Buy
2,058,213
+153,504
+8% +$3.05M 2.54% 9
2025
Q4 		$38.3M Buy
1,904,709
+369,463
+24% +$7.47M 2.38% 9
2025
Q3 		$31.3M Buy
1,535,246
+1,395,276
+997% +$28.2M 2.03% 11
2025
Q2 		$2.84M Buy
+139,970
New +$2.8M 0.2% 72

Other funds holding LQTI

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 $2.1B AUM 23.1% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s LQTI Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 8.1% in Q1 2026, buying an estimated $3.05M and bringing the position to 2,058,213 shares worth $40.3M. The position accounts for 2.54% of the portfolio, ranked #9.

Guardian Wealth Advisors (North Carolina) 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.

  • Guardian Wealth Advisors (North Carolina) held 2,058,213 shares of FT Vest Investment Grade & Target Income ETF worth $40.3M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 153,504 FT Vest Investment Grade & Target Income ETF shares in Q1 2026, an estimated $3.05M.
  • FT Vest Investment Grade & Target Income ETF made up 2.54% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #9 holding.
  • Guardian Wealth Advisors (North Carolina) 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.