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
Q2 		$39M Sell
2,020,581
-37,632
-2% -$731K 2.19% 12
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 $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
BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM
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

Guardian Wealth Advisors (North Carolina)'s LQTI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 1.8% in Q2 2026, selling an estimated $731K and leaving 2,020,581 shares worth $39M. The position accounts for 2.19% of the portfolio, ranked #12.

Guardian Wealth Advisors (North Carolina) first reported a position in LQTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.3M in Q1 2026. 62 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,020,581 shares of FT Vest Investment Grade & Target Income ETF worth $39M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 37,632 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $731K.
  • FT Vest Investment Grade & Target Income ETF made up 2.19% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #12 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 5 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s FT Vest Investment Grade & Target Income ETF position peaked at $40.3M in Q1 2026.
  • 62 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.