Summit Wealth Group (Colorado)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Sell	4,420 -3,878	-47%	-$193K	0.02%	358
2026 Q1	$413K	Sell	8,298 -2,486	-23%	-$125K	0.04%	202
2025 Q4	$539K	Buy	10,784 +10,231	+1,850%	+$511K	0.07%	137
2025 Q3	$215K	Sell	553 -16,508	-97%	-$817K	0.03%	250
2025 Q2	$840K	Buy	+17,061	New	+$835K	0.21%	101

Other funds holding LMBS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Summit Wealth Group (Colorado)'s LMBS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 47% in Q2 2026, selling an estimated $193K and leaving 4,420 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #358.

Summit Wealth Group (Colorado) first reported a position in LMBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $840K in Q2 2025. 194 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Summit Wealth Group (Colorado) held 4,420 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $220K as of Q2 2026.
Summit Wealth Group (Colorado) sold 3,878 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $193K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #358 holding.
Summit Wealth Group (Colorado) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $840K in Q2 2025.
194 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.