IWC
LQTI

Integrated Wealth Concepts’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Integrated Wealth Concepts’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 		$526K Buy
27,224
+11,616
+74% +$226K ﹤0.01% 1747
2026
Q1 		$306K Buy
15,608
+3,109
+25% +$61.8K ﹤0.01% 1852
2025
Q4 		$251K Buy
+12,499
New +$253K ﹤0.01% 1400

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

Integrated Wealth Concepts's LQTI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 74% in Q2 2026, buying an estimated $226K and bringing the position to 27,224 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Integrated Wealth Concepts first reported a position in LQTI in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Integrated Wealth Concepts held 27,224 shares of FT Vest Investment Grade & Target Income ETF worth $526K as of Q2 2026.
  • Integrated Wealth Concepts bought 11,616 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $226K.
  • FT Vest Investment Grade & Target Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1747 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest Investment Grade & Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.