SHP Wealth Management’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

SHP Wealth Management’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	$30K	Buy	+1,400	New	+$30.3K	﹤0.01%	671

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

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

SHP Wealth Management opened a new position in Fidelity Preferred Securities & Income ETF (FPFD) in Q2 2026: 1,400 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings.

20 funds tracked by Wall St. Rank hold FPFD as of Q2 2026.

SHP Wealth Management held 1,400 shares of Fidelity Preferred Securities & Income ETF worth $30K as of Q2 2026.
Fidelity Preferred Securities & Income ETF was a new SHP Wealth Management position in Q2 2026.
Fidelity Preferred Securities & Income ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #671 holding.
20 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q2 2026.

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