PFG
LQTI

Prosperity Financial Group’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Prosperity Financial Group’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 		$3.94M Buy
203,963
+22,713
+13% +$441K 1.22% 24
2026
Q1 		$3.55M Buy
181,250
+10,207
+6% +$203K 1.31% 21
2025
Q4 		$3.44M Buy
171,043
+1,024
+0.6% +$20.7K 1.24% 23
2025
Q3 		$3.47M Buy
170,019
+3,384
+2% +$68.4K 1.27% 24
2025
Q2 		$3.39M Buy
+166,635
New +$3.34M 1.44% 19

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

Prosperity Financial Group's LQTI Position: Q2 2026 in Review

Prosperity Financial Group increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 13% in Q2 2026, buying an estimated $441K and bringing the position to 203,963 shares worth $3.94M. The position accounts for 1.22% of the portfolio, ranked #24.

Prosperity Financial Group first reported a position in LQTI in Q2 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Prosperity Financial Group held 203,963 shares of FT Vest Investment Grade & Target Income ETF worth $3.94M as of Q2 2026.
  • Prosperity Financial Group bought 22,713 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $441K.
  • FT Vest Investment Grade & Target Income ETF made up 1.22% of Prosperity Financial Group's portfolio in Q2 2026, its #24 holding.
  • Prosperity Financial Group first reported a position in FT Vest Investment Grade & Target Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 61 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.