IFG
LQTI

Independent Financial Group’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Independent Financial Group’s Portfolio LQTI Stock Details LQTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Sell
64,378
-20,430
-24% -$397K 0.02% 605
2026
Q1 		$1.66M Buy
84,808
+10,551
+14% +$210K 0.04% 452
2025
Q4 		$1.49M Buy
74,257
+30,253
+69% +$612K 0.03% 482
2025
Q3 		$898K Buy
44,004
+33,083
+303% +$669K 0.02% 633
2025
Q2 		$222K Buy
+10,921
New +$219K 0.01% 1179

Other funds holding LQTI

GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Independent Financial Group's LQTI Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 24% in Q2 2026, selling an estimated $397K and leaving 64,378 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #605.

Independent Financial Group first reported a position in LQTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.66M in Q1 2026. 61 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Independent Financial Group held 64,378 shares of FT Vest Investment Grade & Target Income ETF worth $1.24M as of Q2 2026.
  • Independent Financial Group sold 20,430 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $397K.
  • FT Vest Investment Grade & Target Income ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #605 holding.
  • Independent Financial Group first reported a position in FT Vest Investment Grade & Target Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's FT Vest Investment Grade & Target Income ETF position peaked at $1.66M in Q1 2026.
  • 61 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.