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 Q3	$606K	Sell	30,919 -96,942	-76%	-$2.02M	0.18%	144
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 $468B AUM 17.69% 1-Year Est. Return

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

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

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

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Iams Wealth Management's LGOV Position: Q3 2026 in Review

Iams Wealth Management reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 76% in Q3 2026, selling an estimated $2.02M and leaving 30,919 shares worth $606K. The position accounts for 0.18% of the portfolio, ranked #144.

Iams Wealth Management first reported a position in LGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.74M in Q2 2026. 80 funds tracked by Wall St. Rank hold LGOV as of Q3 2026.

Iams Wealth Management held 30,919 shares of First Trust Long Duration Opportunities ETF worth $606K as of Q3 2026.
Iams Wealth Management sold 96,942 First Trust Long Duration Opportunities ETF shares in Q3 2026, an estimated $2.02M.
First Trust Long Duration Opportunities ETF made up 0.18% of Iams Wealth Management's portfolio in Q3 2026, its #144 holding.
Iams Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q1 2023 and has held it in 14 quarters since.
Iams Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $2.74M in Q2 2026.
80 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.