Live Oak Investment Partners’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Live Oak Investment Partners’s Portfolio FPFD Stock Details FPFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Sell	10,144 -622	-6%	-$13.5K	0.12%	89
2026 Q1	$231K	Buy	10,766 +99	+0.9%	+$2.17K	0.14%	90
2025 Q4	$232K	Buy	+10,667	New	+$234K	0.14%	81
2024 Q4	–	Hold	0	–	–	–	120
2024 Q3	–	Hold	0	–	–	–	122
2024 Q2	–	Hold	0	–	–	–	196
2023 Q4	–	Hold	0	–	–	–	224
2023 Q3	–	Hold	0	–	–	–	239

Other funds holding FPFD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

PWA

Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

EAN

Excelsior Advisor Network Denver, Colorado $759M AUM

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Live Oak Investment Partners's FPFD Position: Q2 2026 in Review

Live Oak Investment Partners reduced its Fidelity Preferred Securities & Income ETF (FPFD) stake by 5.8% in Q2 2026, selling an estimated $13.5K and leaving 10,144 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #89.

Live Oak Investment Partners first reported a position in FPFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $232K in Q4 2025. 20 funds tracked by Wall St. Rank hold FPFD as of Q2 2026.

Live Oak Investment Partners held 10,144 shares of Fidelity Preferred Securities & Income ETF worth $217K as of Q2 2026.
Live Oak Investment Partners sold 622 Fidelity Preferred Securities & Income ETF shares in Q2 2026, an estimated $13.5K.
Fidelity Preferred Securities & Income ETF made up 0.12% of Live Oak Investment Partners's portfolio in Q2 2026, its #89 holding.
Live Oak Investment Partners first reported a position in Fidelity Preferred Securities & Income ETF in Q4 2025 and has held it in 3 quarters since.
Live Oak Investment Partners's Fidelity Preferred Securities & Income ETF position peaked at $232K in Q4 2025.
20 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.