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Investment Managers Ser Tr I shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (FPAG) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $908k 25k 36.28

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)
Apple (AAPL)

View all positions for SHP Wealth Management

Top funds holding Investment Managers Ser Tr I

Mesirow Financial Investment Management International Equity
Oxford Financial
Verum Partners
Bank of New York Mellon
NavPoint Financial
Raymond James Financial
Eclectic Associates
New England Private Wealth Advisors
Jane Street
Goldstone Financial Group
Wells Fargo & Company
Allegheny Financial Group
Demming Financial Services Corp
Argent Trust
Private Advisor

View all funds holding Investment Managers Ser Tr I