PCS
LQTI

Private Client Services’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Private Client Services’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 		$342K Hold
17,713
– – 0.09% 156
2026
Q1 		$347K Buy
+17,713
New +$352K 0.1% 141

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

Private Client Services's LQTI Position: Q2 2026 in Review

Private Client Services held its FT Vest Investment Grade & Target Income ETF (LQTI) position steady in Q2 2026 at 17,713 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #156.

Private Client Services first reported a position in LQTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $347K in Q1 2026. 61 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Private Client Services held 17,713 shares of FT Vest Investment Grade & Target Income ETF worth $342K as of Q2 2026.
  • Private Client Services left its FT Vest Investment Grade & Target Income ETF share count unchanged in Q2 2026.
  • FT Vest Investment Grade & Target Income ETF made up 0.09% of Private Client Services's portfolio in Q2 2026, its #156 holding.
  • Private Client Services first reported a position in FT Vest Investment Grade & Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Private Client Services's FT Vest Investment Grade & Target Income ETF position peaked at $347K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.