SCA
LQTI

Sulzberger Capital Advisors’s FT Vest Investment Grade & Target Income ETF LQTI Stock Holding History

Sulzberger Capital Advisors’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 		$2.97M Sell
154,057
-25,924
-14% -$504K 2.9% 12
2026
Q1 		$3.52M Sell
179,981
-2,376
-1% -$47.2K 3.6% 8
2025
Q4 		$3.67M Buy
182,357
+5,258
+3% +$106K 3.71% 8
2025
Q3 		$3.61M Buy
177,099
+166,927
+1,641% +$3.38M 4.03% 5
2025
Q2 		$207K Buy
+10,172
New +$204K 0.24% 51

Other funds holding LQTI

RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Sulzberger Capital Advisors's LQTI Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its FT Vest Investment Grade & Target Income ETF (LQTI) stake by 14% in Q2 2026, selling an estimated $504K and leaving 154,057 shares worth $2.97M. The position accounts for 2.9% of the portfolio, ranked #12.

Sulzberger Capital Advisors first reported a position in LQTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.67M in Q4 2025. 12 funds tracked by Wall St. Rank hold LQTI as of Q2 2026.

  • Sulzberger Capital Advisors held 154,057 shares of FT Vest Investment Grade & Target Income ETF worth $2.97M as of Q2 2026.
  • Sulzberger Capital Advisors sold 25,924 FT Vest Investment Grade & Target Income ETF shares in Q2 2026, an estimated $504K.
  • FT Vest Investment Grade & Target Income ETF made up 2.9% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #12 holding.
  • Sulzberger Capital Advisors first reported a position in FT Vest Investment Grade & Target Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Sulzberger Capital Advisors's FT Vest Investment Grade & Target Income ETF position peaked at $3.67M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held FT Vest Investment Grade & Target Income ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.