SW
LQTI

SMART Wealth’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

SMART Wealth’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
2025
Q3 		– Sell
-219,707
Closed -$4.47M – 193
2025
Q2 		$4.47M Buy
+219,707
New +$4.4M 1.4% 20

Other funds holding LQTI

GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $143M AUM 21.1% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SCA
Sulzberger Capital Advisors Miami, Florida $98M AUM 16.98% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return