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Stonebridge Financial Planning Group’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Stonebridge Financial Planning Group’s Portfolio IGLD Stock Details IGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Buy
+10,211
New +$244K 0.07% 179

Other funds holding IGLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Stonebridge Financial Planning Group's IGLD Position: Q2 2026 in Review

Stonebridge Financial Planning Group opened a new position in FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026: 10,211 shares worth $215K. The stake represents 0.07% of the portfolio and ranks #179 among its holdings.

145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Stonebridge Financial Planning Group held 10,211 shares of FT Vest Gold Strategy Target Income ETF worth $215K as of Q2 2026.
  • FT Vest Gold Strategy Target Income ETF was a new Stonebridge Financial Planning Group position in Q2 2026.
  • FT Vest Gold Strategy Target Income ETF made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #179 holding.
  • 145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.