Inspirion Wealth Advisors’s First Trust Intermediate Government Opportunities ETF MGOV Stock Holding History

Inspirion Wealth Advisors’s Portfolio MGOV Stock Details MGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1M	Sell	49,852 -4,770	-9%	-$96.5K	0.12%	74
2026 Q1	$1.11M	Sell	54,622 -10,438	-16%	-$214K	0.14%	65
2025 Q4	$1.33M	Sell	65,060 -59,957	-48%	-$1.23M	0.16%	58
2025 Q3	$2.61M	Buy	125,017 +43,149	+53%	+$873K	0.37%	28
2025 Q2	$1.65M	Sell	81,868 -2,600	-3%	-$52K	0.22%	44
2025 Q1	$1.71M	Sell	84,468 -4,955	-6%	-$99.2K	0.24%	40
2024 Q4	$1.76M	Sell	89,423 -35,594	-28%	-$719K	0.25%	39
2024 Q3	$2.61M	Sell	125,017 -2,957	-2%	-$60.9K	0.36%	28
2024 Q2	$2.56M	Sell	127,974 -677	-0.5%	-$13.5K	0.39%	29
2024 Q1	$2.6M	Sell	128,651 -11,054	-8%	-$224K	0.43%	27
2023 Q4	$2.86M	Buy	+139,705	New	+$2.74M	0.51%	29

Other funds holding MGOV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

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

Inspirion Wealth Advisors reduced its First Trust Intermediate Government Opportunities ETF (MGOV) stake by 8.7% in Q2 2026, selling an estimated $96.5K and leaving 49,852 shares worth $1M. The position accounts for 0.12% of the portfolio, ranked #74.

Inspirion Wealth Advisors first reported a position in MGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q4 2023. 33 funds tracked by Wall St. Rank hold MGOV as of Q2 2026.

Inspirion Wealth Advisors held 49,852 shares of First Trust Intermediate Government Opportunities ETF worth $1M as of Q2 2026.
Inspirion Wealth Advisors sold 4,770 First Trust Intermediate Government Opportunities ETF shares in Q2 2026, an estimated $96.5K.
First Trust Intermediate Government Opportunities ETF made up 0.12% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Inspirion Wealth Advisors first reported a position in First Trust Intermediate Government Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
Inspirion Wealth Advisors's First Trust Intermediate Government Opportunities ETF position peaked at $2.86M in Q4 2023.
33 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q2 2026.

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