Towerpoint Wealth
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Towerpoint Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Towerpoint Wealth’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
Q3 		$815K Sell
16,826
-125
-0.7% -$6.18K 0.29% 56
2026
Q2 		$844K Sell
16,951
-25
-0.1% -$1.25K 0.29% 54
2026
Q1 		$846K Buy
16,976
+148
+0.9% +$7.42K 0.34% 49
2025
Q4 		$841K Sell
16,828
-944
-5% -$47.2K 0.33% 47
2025
Q3 		$885K Buy
17,772
+192
+1% +$9.5K 0.36% 46
2025
Q2 		$866K Buy
17,580
+350
+2% +$17.1K 0.38% 45
2025
Q1 		$847K Buy
17,230
+548
+3% +$26.8K 0.42% 44
2024
Q4 		$812K Buy
16,682
+471
+3% +$23K 0.4% 41
2024
Q3 		$801K Sell
16,211
-602
-4% -$29.5K 0.38% 41
2024
Q2 		$808K Sell
16,813
-293
-2% -$14.1K 0.4% 39
2024
Q1 		$825K Sell
17,106
-114
-0.7% -$5.5K 0.41% 39
2023
Q4 		$832K Sell
17,220
-380
-2% -$18K 0.45% 36
2023
Q3 		$831K Sell
17,600
-436
-2% -$20.7K 0.49% 32
2023
Q2 		$860K Buy
18,036
+124
+0.7% +$5.94K 0.48% 35
2023
Q1 		$857K Buy
17,912
+2,122
+13% +$102K 0.49% 36
2022
Q4 		$749K Sell
15,790
-247
-2% -$11.7K 0.43% 41
2022
Q3 		$759K Buy
16,037
+1,909
+14% +$92.1K 0.46% 38
2022
Q2 		$682K Sell
14,128
-40
-0.3% -$1.94K 0.41% 43
2022
Q1 		$694K Sell
14,168
-880
-6% -$43.6K 0.34% 44
2021
Q4 		$752K Buy
15,048
+708
+5% +$35.6K 0.36% 40
2021
Q3 		$725K Buy
14,340
+803
+6% +$40.8K 0.36% 38
2021
Q2 		$689K Buy
13,537
+610
+5% +$31.2K 0.34% 40
2021
Q1 		$660K Buy
12,927
+1,706
+15% +$87.6K 0.32% 40
2020
Q4 		$578K Buy
11,221
+805
+8% +$41.5K 0.29% 37
2020
Q3 		$538K Buy
10,416
+1,650
+19% +$85.4K 0.3% 36
2020
Q2 		$453K Buy
8,766
+1,870
+27% +$96.6K 0.28% 37
2020
Q1 		$352K Buy
6,896
+300
+5% +$15.6K 0.28% 35
2019
Q4 		$342K Sell
6,596
-386
-6% -$20K 0.23% 40
2019
Q3 		$363K Sell
6,982
-107
-2% -$5.55K 0.25% 37
2019
Q2 		$367K Hold
7,089
– – 0.26% 37
2019
Q1 		$364K Hold
7,089
– – 0.25% 38
2018
Q4 		$362K Buy
+7,089
New +$361K 0.29% 31

Other funds holding LMBS

Concurrent Investment Advisors
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Towerpoint Wealth's LMBS Position: Q3 2026 in Review

Towerpoint Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.74% in Q3 2026, selling an estimated $6.18K and leaving 16,826 shares worth $815K. The position accounts for 0.29% of the portfolio, ranked #56.

Towerpoint Wealth first reported a position in LMBS in Q4 2018 and has held it in 32 quarters since. The position peaked at $885K in Q3 2025. 197 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Towerpoint Wealth held 16,826 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $815K as of Q3 2026.
  • Towerpoint Wealth sold 125 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $6.18K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.29% of Towerpoint Wealth's portfolio in Q3 2026, its #56 holding.
  • Towerpoint Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 32 quarters since.
  • Towerpoint Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $885K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.