Go Invest LLC’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Go Invest LLC’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	$19.9K	Buy	400 +29	+8%	+$1.45K	﹤0.01%	61
2026 Q1	$18.5K	Buy	371 +198	+114%	+$9.93K	0.01%	58
2025 Q4	$8.62K	Buy	+173	New	+$8.65K	﹤0.01%	67

Other funds holding LMBS

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

Go Invest LLC's LMBS Position: Q2 2026 in Review

Go Invest LLC increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.8% in Q2 2026, buying an estimated $1.45K and bringing the position to 400 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #61.

Go Invest LLC first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Go Invest LLC held 400 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $19.9K as of Q2 2026.
Go Invest LLC bought 29 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.45K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Go Invest LLC's portfolio in Q2 2026, its #61 holding.
Go Invest LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
261 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 Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.