Sunrise Financial Services’s FPA Short Duration Government ETF FPAS Stock Holding History

Sunrise Financial Services’s Portfolio FPAS Stock Details FPAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.88K	Hold	400	–	–	0.01%	234
2026 Q1	$10K	Buy	+400	New	+$10.1K	0.01%	233

Other funds holding FPAS

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sunrise Financial Services's FPAS Position: Q2 2026 in Review

Sunrise Financial Services held its FPA Short Duration Government ETF (FPAS) position steady in Q2 2026 at 400 shares worth $9.88K. The position accounts for 0.01% of the portfolio, ranked #234.

Sunrise Financial Services first reported a position in FPAS in Q1 2026 and has held it in 2 quarters since. The position peaked at $10K in Q1 2026. 5 funds tracked by Wall St. Rank hold FPAS as of Q2 2026.

Sunrise Financial Services held 400 shares of FPA Short Duration Government ETF worth $9.88K as of Q2 2026.
Sunrise Financial Services left its FPA Short Duration Government ETF share count unchanged in Q2 2026.
FPA Short Duration Government ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #234 holding.
Sunrise Financial Services first reported a position in FPA Short Duration Government ETF in Q1 2026 and has held it in 2 quarters since.
Sunrise Financial Services's FPA Short Duration Government ETF position peaked at $10K in Q1 2026.
5 funds tracked by Wall St. Rank held FPA Short Duration Government ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.