SFG
LQTI

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

SageGuard 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 		$4.03M Buy
208,695
+51,523
+33% +$1M 0.57% 62
2026
Q1 		$3.08M Buy
157,172
+69,403
+79% +$1.38M 0.48% 56
2025
Q4 		$1.77M Buy
+87,769
New +$1.78M 0.28% 61

Other funds holding LQTI

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

SageGuard Financial Group increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 33% in Q2 2026, buying an estimated $1M and bringing the position to 208,695 shares worth $4.03M. The position accounts for 0.57% of the portfolio, ranked #62.

SageGuard Financial Group first reported a position in LQTI in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • SageGuard Financial Group held 208,695 shares of FT Vest Investment Grade & Target Income ETF worth $4.03M as of Q2 2026.
  • SageGuard Financial Group bought 51,523 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $1M.
  • FT Vest Investment Grade & Target Income ETF made up 0.57% of SageGuard Financial Group's portfolio in Q2 2026, its #62 holding.
  • SageGuard Financial Group first reported a position in FT Vest Investment Grade & Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.