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 Q3	$269K	Hold	5,516	–	–	0.12%	69
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	$220K	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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Holos Integrated Wealth's LMBS Position: Q3 2026 in Review

Holos Integrated Wealth held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q3 2026 at 5,516 shares worth $269K. The position accounts for 0.12% of the portfolio, ranked #69.

Holos Integrated Wealth first reported a position in LMBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $275K in Q1 2026. 145 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Holos Integrated Wealth held 5,516 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $269K as of Q3 2026.
Holos Integrated Wealth left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q3 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.12% of Holos Integrated Wealth's portfolio in Q3 2026, its #69 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 8 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.
145 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.