Maia Wealth’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Maia Wealth’s Portfolio LGOV Stock Details LGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$536K	Sell	27,349 -4,354	-14%	-$90.6K	0.07%	206
2026 Q2	$678K	Sell	31,703 -1,015	-3%	-$21.8K	0.1%	181
2026 Q1	$706K	Sell	32,718 -3,085	-9%	-$67.5K	0.12%	179
2025 Q4	$794K	Sell	35,803 -7,284	-17%	-$160K	0.14%	169
2025 Q3	$947K	Sell	43,087 -902	-2%	-$19.4K	0.16%	148
2025 Q2	$942K	Sell	43,989 -1,133	-3%	-$24K	0.18%	137
2025 Q1	$954K	Sell	45,122 -4,686	-9%	-$99K	0.22%	113
2024 Q4	$1.04M	Buy	49,808 +5,720	+13%	+$122K	0.22%	100
2024 Q3	$946K	Buy	44,088 +2,872	+7%	+$63.1K	0.23%	91
2024 Q2	$880K	Buy	+41,216	New	+$858K	0.27%	81
2023 Q4	$384K	Buy	+17,365	New	+$358K	0.16%	130

Other funds holding LGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Maia Wealth's LGOV Position: Q3 2026 in Review

Maia Wealth reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 14% in Q3 2026, selling an estimated $90.6K and leaving 27,349 shares worth $536K. The position accounts for 0.07% of the portfolio, ranked #206.

Maia Wealth first reported a position in LGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2024. 118 funds tracked by Wall St. Rank hold LGOV as of Q3 2026.

Maia Wealth held 27,349 shares of First Trust Long Duration Opportunities ETF worth $536K as of Q3 2026.
Maia Wealth sold 4,354 First Trust Long Duration Opportunities ETF shares in Q3 2026, an estimated $90.6K.
First Trust Long Duration Opportunities ETF made up 0.07% of Maia Wealth's portfolio in Q3 2026, its #206 holding.
Maia Wealth first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's First Trust Long Duration Opportunities ETF position peaked at $1.04M in Q4 2024.
118 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.