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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
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

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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 $544B AUM 28.31% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $247M AUM 14.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FPAG Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management increased its FPA Global Equity ETF (FPAG) stake by 67% in Q1 2026, buying an estimated $7.64K and bringing the position to 500 shares worth $18.1K. The position accounts for 0.03% of the portfolio, ranked #179.

Mowery & Schoenfeld Wealth Management first reported a position in FPAG in Q4 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold FPAG as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 500 shares of FPA Global Equity ETF worth $18.1K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management bought 200 FPA Global Equity ETF shares in Q1 2026, an estimated $7.64K.
  • FPA Global Equity ETF made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #179 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in FPA Global Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.