SPIA
LQTI

Steward Partners Investment Advisory’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Steward Partners Investment Advisory’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 		$5.37M Buy
278,256
+16,872
+6% +$328K 0.03% 540
2026
Q1 		$5.12M Buy
+261,384
New +$5.19M 0.03% 507

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
BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM
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

Steward Partners Investment Advisory's LQTI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 6.5% in Q2 2026, buying an estimated $328K and bringing the position to 278,256 shares worth $5.37M. The position accounts for 0.03% of the portfolio, ranked #540.

Steward Partners Investment Advisory first reported a position in LQTI in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Steward Partners Investment Advisory held 278,256 shares of FT Vest Investment Grade & Target Income ETF worth $5.37M as of Q2 2026.
  • Steward Partners Investment Advisory bought 16,872 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $328K.
  • FT Vest Investment Grade & Target Income ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #540 holding.
  • Steward Partners Investment Advisory first reported a position in FT Vest Investment Grade & Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.