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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
Q2 		$2.07M Buy
51,512
+26,493
+106% +$1.04M 0.14% 57
2026
Q1 		$908K Buy
+25,019
New +$956K 0.07% 96

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 $878M AUM 18.7% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

SHP Wealth Management's FPAG Position: Q2 2026 in Review

SHP Wealth Management increased its FPA Global Equity ETF (FPAG) stake by 106% in Q2 2026, buying an estimated $1.04M and bringing the position to 51,512 shares worth $2.07M. The position accounts for 0.14% of the portfolio, ranked #57.

SHP Wealth Management first reported a position in FPAG in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold FPAG as of Q2 2026.

  • SHP Wealth Management held 51,512 shares of FPA Global Equity ETF worth $2.07M as of Q2 2026.
  • SHP Wealth Management bought 26,493 FPA Global Equity ETF shares in Q2 2026, an estimated $1.04M.
  • FPA Global Equity ETF made up 0.14% of SHP Wealth Management's portfolio in Q2 2026, its #57 holding.
  • SHP Wealth Management first reported a position in FPA Global Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.