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Hazlett, Burt & Watson’s FPA Global Equity ETF FPAG Stock Holding History

Hazlett, Burt & Watson’s Portfolio FPAG Stock Details FPAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49K Buy
1,214
+3
+0.2% +$117 0.01% 469
2026
Q1 		$44K Sell
1,211
-102
-8% -$3.9K 0.01% 466
2025
Q4 		$49K Buy
1,313
+1,015
+341% +$37K 0.02% 446
2025
Q3 		$11K Hold
298
– – ﹤0.01% 647
2025
Q2 		$10K Hold
298
– – ﹤0.01% 587
2025
Q1 		$9K Buy
+298
New +$9.32K ﹤0.01% 584

Other funds holding FPAG

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Hazlett, Burt & Watson's FPAG Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its FPA Global Equity ETF (FPAG) stake by 0.25% in Q2 2026, buying an estimated $117 and bringing the position to 1,214 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #469.

Hazlett, Burt & Watson first reported a position in FPAG in Q1 2025 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold FPAG as of Q2 2026.

  • Hazlett, Burt & Watson held 1,214 shares of FPA Global Equity ETF worth $49K as of Q2 2026.
  • Hazlett, Burt & Watson bought 3 FPA Global Equity ETF shares in Q2 2026, an estimated $117.
  • FPA Global Equity ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #469 holding.
  • Hazlett, Burt & Watson first reported a position in FPA Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.