Iams Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Iams Wealth Management’s Portfolio LGOV Stock Details LGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.74M	Buy	127,861 +18,619	+17%	+$400K	0.82%	37
2026 Q1	$2.36M	Buy	109,242 +8,914	+9%	+$195K	0.82%	38
2025 Q4	$2.19M	Buy	100,328 +47,708	+91%	+$1.05M	0.79%	40
2025 Q3	$1.14M	Buy	52,620 +3,070	+6%	+$65.9K	0.46%	69
2025 Q2	$1.06M	Sell	49,550 -28,738	-37%	-$610K	0.49%	65
2025 Q1	$1.68M	Sell	78,288 -122	-0.2%	-$2.58K	0.77%	48
2024 Q4	$1.63M	Buy	78,410 +11,851	+18%	+$254K	0.75%	46
2024 Q3	$1.49M	Buy	66,559 +17,566	+36%	+$386K	0.73%	45
2024 Q2	$1.03M	Buy	48,993 +25,406	+108%	+$529K	0.56%	59
2024 Q1	$501K	Sell	23,587 -10,566	-31%	-$227K	0.31%	83
2023 Q4	$756K	Sell	34,153 -4,948	-13%	-$102K	0.49%	63
2023 Q3	$793K	Buy	+39,101	New	+$838K	0.55%	61
2023 Q2	–	Sell	-17,115	Closed	-$387K	–	192
2023 Q1	$387K	Buy	+17,115	New	+$385K	0.32%	80

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Iams Wealth Management's LGOV Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 17% in Q2 2026, buying an estimated $400K and bringing the position to 127,861 shares worth $2.74M. The position accounts for 0.82% of the portfolio, ranked #37.

Iams Wealth Management first reported a position in LGOV in Q1 2023 and has held it in 13 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Iams Wealth Management held 127,861 shares of First Trust Long Duration Opportunities ETF worth $2.74M as of Q2 2026.
Iams Wealth Management bought 18,619 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $400K.
First Trust Long Duration Opportunities ETF made up 0.82% of Iams Wealth Management's portfolio in Q2 2026, its #37 holding.
Iams Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q1 2023 and has held it in 13 quarters since.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.