UWP
LTTI

Uniting Wealth Partners’s FT Vest 20+ Year Treasury & Target Income ETF LTTI Stock Holding History

Uniting Wealth Partners’s Portfolio LTTI Stock Details LTTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
63,880
+12,515
+24% +$231K 0.24% 69
2026
Q1 		$964K Buy
+51,365
New +$981K 0.21% 73

Other funds holding LTTI

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Uniting Wealth Partners's LTTI Position: Q2 2026 in Review

Uniting Wealth Partners increased its FT Vest 20+ Year Treasury & Target Income ETF (LTTI) stake by 24% in Q2 2026, buying an estimated $231K and bringing the position to 63,880 shares worth $1.18M. The position accounts for 0.24% of the portfolio, ranked #69.

Uniting Wealth Partners first reported a position in LTTI in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold LTTI as of Q2 2026.

  • Uniting Wealth Partners held 63,880 shares of FT Vest 20+ Year Treasury & Target Income ETF worth $1.18M as of Q2 2026.
  • Uniting Wealth Partners bought 12,515 FT Vest 20+ Year Treasury & Target Income ETF shares in Q2 2026, an estimated $231K.
  • FT Vest 20+ Year Treasury & Target Income ETF made up 0.24% of Uniting Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Uniting Wealth Partners first reported a position in FT Vest 20+ Year Treasury & Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held FT Vest 20+ Year Treasury & Target Income ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.