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SHP Wealth Management’s FPA Global Equity ETF FPAG Stock Holding History

SHP 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 		$908K Buy
+25,019
New +$956K 0.07% 96

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 $609B AUM 40.19% 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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 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

SHP Wealth Management's FPAG Position: Q1 2026 in Review

SHP Wealth Management opened a new position in FPA Global Equity ETF (FPAG) in Q1 2026: 25,019 shares worth $908K. The stake represents 0.07% of the portfolio and ranks #96 among its holdings.

46 funds tracked by Wall St. Rank hold FPAG as of Q1 2026.

  • SHP Wealth Management held 25,019 shares of FPA Global Equity ETF worth $908K as of Q1 2026.
  • FPA Global Equity ETF was a new SHP Wealth Management position in Q1 2026.
  • FPA Global Equity ETF made up 0.07% of SHP Wealth Management's portfolio in Q1 2026, its #96 holding.
  • 46 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.