OXFORD FINANCIAL GROUP, LTD. LLC
Position in FPAG — FPA Global Equity ETF
CIK 1245862
INDIANAPOLIS, IN
Position in FPAG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$156,449,517
+$63,984,242 QoQ
Shares Held
3,897,208
+52.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
20.12%
of 13F equity value
Holder Rank
#1
of 15 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FPAG Over Time
Shares Held
Position Value (USD)
All Filings in FPAG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,449,517 | 3,897,208 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $92,465,275 | 2,548,657 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||