Holos Integrated Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Holos Integrated Wealth’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$274K	Hold	5,516	–	–	0.13%	68
2026 Q1	$275K	Buy	5,516 +1,031	+23%	+$51.7K	0.14%	66
2025 Q4	$224K	Hold	4,485	–	–	0.13%	62
2025 Q3	$224K	Hold	4,485	–	–	0.13%	60
2025 Q2	$222K	Hold	4,485	–	–	0.13%	58
2025 Q1	$221K	Buy	4,485 +1,871	+72%	+$91.4K	0.14%	60
2024 Q4	$127K	Buy	+2,614	New	+$128K	0.09%	69

Other funds holding LMBS

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Holos Integrated Wealth's LMBS Position: Q2 2026 in Review

Holos Integrated Wealth held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 5,516 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #68.

Holos Integrated Wealth first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q1 2026. 147 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Holos Integrated Wealth held 5,516 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $274K as of Q2 2026.
Holos Integrated Wealth left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of Holos Integrated Wealth's portfolio in Q2 2026, its #68 holding.
Holos Integrated Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $275K in Q1 2026.
147 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.