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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
Q3 		$320K Hold
17,713
– – 0.09% 163
2026
Q2 		$342K Hold
17,713
– – 0.09% 156
2026
Q1 		$347K Buy
+17,713
New +$352K 0.1% 141

Other funds holding LQTI

RA
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Private Client Services's LQTI Position: Q3 2026 in Review

Private Client Services held its FT Vest Investment Grade & Target Income ETF (LQTI) position steady in Q3 2026 at 17,713 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #163.

Private Client Services first reported a position in LQTI in Q1 2026 and has held it in 3 quarters since. The position peaked at $347K in Q1 2026. 6 funds tracked by Wall St. Rank hold LQTI as of Q3 2026.

  • Private Client Services held 17,713 shares of FT Vest Investment Grade & Target Income ETF worth $320K as of Q3 2026.
  • Private Client Services left its FT Vest Investment Grade & Target Income ETF share count unchanged in Q3 2026.
  • FT Vest Investment Grade & Target Income ETF made up 0.09% of Private Client Services's portfolio in Q3 2026, its #163 holding.
  • Private Client Services first reported a position in FT Vest Investment Grade & Target Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Private Client Services's FT Vest Investment Grade & Target Income ETF position peaked at $347K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.