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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
2023
Q3 		– Sell
-90,168
Closed -$1.99M – 194
2023
Q2 		$1.99M Buy
+90,168
New +$2.04M 0.73% 48

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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.