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Mowery & Schoenfeld Wealth Management’s FPA Global Equity ETF FPAG Stock Holding History

Mowery & Schoenfeld 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
2026
Q2 		$80.4K Buy
2,004
+1,504
+301% +$58.8K 0.11% 106
2026
Q1 		$18.1K Buy
500
+200
+67% +$7.64K 0.03% 179
2025
Q4 		$11.1K Buy
+300
New +$10.9K 0.02% 242

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 $895M AUM 10.23% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FPAG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management increased its FPA Global Equity ETF (FPAG) stake by 301% in Q2 2026, buying an estimated $58.8K and bringing the position to 2,004 shares worth $80.4K. The position accounts for 0.11% of the portfolio, ranked #106.

Mowery & Schoenfeld Wealth Management first reported a position in FPAG in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold FPAG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 2,004 shares of FPA Global Equity ETF worth $80.4K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management bought 1,504 FPA Global Equity ETF shares in Q2 2026, an estimated $58.8K.
  • FPA Global Equity ETF made up 0.11% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in FPA Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.