Lakeside Advisors’s FPA Global Equity ETF FPAG Stock Holding History

Lakeside Advisors’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	$426K	Hold	10,600	–	–	0.27%	51
2026 Q1	$385K	Buy	10,600 +1,000	+10%	+$38.2K	0.26%	50
2025 Q4	$356K	Hold	9,600	–	–	0.23%	50
2025 Q3	$344K	Hold	9,600	–	–	0.22%	49
2025 Q2	$326K	Hold	9,600	–	–	0.21%	51
2025 Q1	$288K	Hold	9,600	–	–	0.19%	54
2024 Q4	$291K	Hold	9,600	–	–	0.19%	56
2024 Q3	$297K	Hold	9,600	–	–	0.19%	58
2024 Q2	$284K	Buy	9,600 +200	+2%	+$5.8K	0.18%	57
2024 Q1	$271K	Buy	9,400 +500	+6%	+$13.6K	0.17%	55
2023 Q4	$236K	Hold	8,900	–	–	0.16%	58
2023 Q3	$212K	Hold	8,900	–	–	0.16%	58
2023 Q2	$219K	Hold	8,900	–	–	0.16%	55
2023 Q1	$202K	Buy	+8,900	New	+$199K	0.16%	56
2022 Q2	–	Sell	-9,200	Closed	-$224K	–	61
2022 Q1	$224K	Buy	+9,200	New	+$226K	0.17%	55

Other funds holding FPAG

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

DFS

Demming Financial Services Aurora, Ohio $157M AUM

PAG

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lakeside Advisors's FPAG Position: Q2 2026 in Review

Lakeside Advisors held its FPA Global Equity ETF (FPAG) position steady in Q2 2026 at 10,600 shares worth $426K. The position accounts for 0.27% of the portfolio, ranked #51.

Lakeside Advisors first reported a position in FPAG in Q1 2022 and has held it in 15 quarters since. 30 funds tracked by Wall St. Rank hold FPAG as of Q2 2026.

Lakeside Advisors held 10,600 shares of FPA Global Equity ETF worth $426K as of Q2 2026.
Lakeside Advisors left its FPA Global Equity ETF share count unchanged in Q2 2026.
FPA Global Equity ETF made up 0.27% of Lakeside Advisors's portfolio in Q2 2026, its #51 holding.
Lakeside Advisors first reported a position in FPA Global Equity ETF in Q1 2022 and has held it in 15 quarters since.
30 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.