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Inspirion Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Inspirion Wealth Advisors’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
Q2 		$20.9M Buy
420,465
+24,817
+6% +$1.24M 2.39% 11
2026
Q1 		$19.7M Sell
395,648
-12,692
-3% -$636K 2.45% 12
2025
Q4 		$20.4M Sell
408,340
-16,298
-4% -$815K 2.5% 14
2025
Q3 		$21M Buy
424,638
+2,188
+0.5% +$108K 2.94% 13
2025
Q2 		$20.8M Buy
422,450
+10,192
+2% +$499K 2.75% 15
2025
Q1 		$20.3M Sell
412,258
-1,843
-0.4% -$90K 2.82% 14
2024
Q4 		$20.1M Sell
414,101
-10,537
-2% -$515K 2.8% 13
2024
Q3 		$21M Buy
424,638
+148,744
+54% +$7.28M 2.93% 13
2024
Q2 		$13.3M Buy
275,894
+3,083
+1% +$148K 2.03% 14
2024
Q1 		$13.2M Sell
272,811
-121,146
-31% -$5.84M 2.18% 14
2023
Q4 		$19M Sell
393,957
-5,569
-1% -$264K 3.43% 11
2023
Q3 		$18.9M Sell
399,526
-8,133
-2% -$387K 3.68% 10
2023
Q2 		$19.4M Buy
407,659
+12,047
+3% +$577K 3.72% 11
2023
Q1 		$18.9M Buy
395,612
+40,090
+11% +$1.92M 3.8% 11
2022
Q4 		$16.9M Buy
355,522
+1,465
+0.4% +$69.2K 3.57% 11
2022
Q3 		$16.8M Buy
354,057
+24,406
+7% +$1.18M 3.78% 11
2022
Q2 		$15.9M Buy
329,651
+4,716
+1% +$229K 3.49% 10
2022
Q1 		$15.9M Buy
324,935
+51,557
+19% +$2.55M 3.26% 12
2021
Q4 		$13.7M Sell
273,378
-144,318
-35% -$7.25M 2.88% 11
2021
Q3 		$21.1M Sell
417,696
-146,594
-26% -$7.44M 4.86% 11
2021
Q2 		$28.7M Sell
564,290
-2,151
-0.4% -$110K 7.08% 7
2021
Q1 		$28.9M Sell
566,441
-90,995
-14% -$4.67M 7.67% 4
2020
Q4 		$33.8M Buy
657,436
+2,520
+0.4% +$130K 9.52% 1
2020
Q3 		$33.8M Buy
654,916
+202,419
+45% +$10.5M 11.63% 1
2020
Q2 		$23.4M Buy
452,497
+249,905
+123% +$12.9M 9.18% 3
2020
Q1 		$10.3M Sell
202,592
-286,099
-59% -$14.9M 5.1% 9
2019
Q4 		$25.3M Buy
488,691
+484,071
+10,478% +$25.1M 8.55% 3
2019
Q3 		$240K Buy
+4,620
New +$240K 0.11% 68

Other funds holding LMBS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Inspirion Wealth Advisors's LMBS Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.3% in Q2 2026, buying an estimated $1.24M and bringing the position to 420,465 shares worth $20.9M. The position accounts for 2.39% of the portfolio, ranked #11.

Inspirion Wealth Advisors first reported a position in LMBS in Q3 2019 and has held it in 28 quarters since. The position peaked at $33.8M in Q3 2020. 195 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Inspirion Wealth Advisors held 420,465 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $20.9M as of Q2 2026.
  • Inspirion Wealth Advisors bought 24,817 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.24M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.39% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Inspirion Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and has held it in 28 quarters since.
  • Inspirion Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $33.8M in Q3 2020.
  • 195 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.