IHWM
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Iron Horse Wealth Management’s FPA Global Equity ETF FPAG Stock Holding History

Iron Horse Wealth Management’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
2025
Q1 		– Sell
-167
Closed -$5.06K – 620
2024
Q4 		$5.06K Hold
167
– – ﹤0.01% 303
2024
Q3 		$5.16K Buy
+167
New +$5K ﹤0.01% 297

Other funds holding FPAG

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Iron Horse Wealth Management's FPAG Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of FPA Global Equity ETF (FPAG) in Q1 2025, closing a stake of 167 shares — an estimated $5.06K sold.

Iron Horse Wealth Management first reported a position in FPAG in Q3 2024 and held it in 2 quarters. The position peaked at $5.16K in Q3 2024. 23 funds tracked by Wall St. Rank hold FPAG as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining FPA Global Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 167 FPA Global Equity ETF shares in Q1 2025, an estimated $5.06K.
  • Iron Horse Wealth Management first reported a position in FPA Global Equity ETF in Q3 2024 and held it in 2 quarters.
  • Iron Horse Wealth Management's FPA Global Equity ETF position peaked at $5.16K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.