LWM
LQTI

Lakeridge Wealth Management’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Lakeridge Wealth Management’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 		$197K Buy
+10,177
New +$198K 0.07% 185

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

Lakeridge Wealth Management's LQTI Position: Q2 2026 in Review

Lakeridge Wealth Management opened a new position in FT Vest Investment Grade & Target Income ETF (LQTI) in Q2 2026: 10,177 shares worth $197K. The stake represents 0.07% of the portfolio and ranks #185 among its holdings.

61 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Lakeridge Wealth Management held 10,177 shares of FT Vest Investment Grade & Target Income ETF worth $197K as of Q2 2026.
  • FT Vest Investment Grade & Target Income ETF was a new Lakeridge Wealth Management position in Q2 2026.
  • FT Vest Investment Grade & Target Income ETF made up 0.07% of Lakeridge Wealth Management's portfolio in Q2 2026, its #185 holding.
  • 61 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.