Marino Stram & Associates’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Marino Stram & Associates’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	$2.83M	Buy	56,786 +5,274	+10%	+$263K	0.45%	39
2026 Q1	$2.57M	Buy	51,512 +2,094	+4%	+$105K	0.46%	42
2025 Q4	$2.47M	Buy	49,418 +15,981	+48%	+$799K	0.45%	41
2025 Q3	$1.66M	Buy	33,437 +15,992	+92%	+$792K	0.3%	54
2025 Q2	$859K	Buy	+17,445	New	+$854K	0.17%	93

Other funds holding LMBS

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

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Marino Stram & Associates's LMBS Position: Q2 2026 in Review

Marino Stram & Associates increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 10% in Q2 2026, buying an estimated $263K and bringing the position to 56,786 shares worth $2.83M. The position accounts for 0.45% of the portfolio, ranked #39.

Marino Stram & Associates first reported a position in LMBS in Q2 2025 and has held it in 5 quarters since. 215 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Marino Stram & Associates held 56,786 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.83M as of Q2 2026.
Marino Stram & Associates bought 5,274 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $263K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.45% of Marino Stram & Associates's portfolio in Q2 2026, its #39 holding.
Marino Stram & Associates first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
215 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 Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.