Breaking down the Financial Partners Group, Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison

The third quarter of 2022 saw a lot of movement in the financial markets, the same can be said of the popular investment firm Financial Partners Group, Inc. In this post, we’ll take a closer look at the Q3 2022 vs. Q4 2022 13F Holdings Comparison and what this means for the company and investors.

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First, let’s define what the 13F Holdings Comparison is. The Securities and Exchange Commission (SEC) requires institutional investment managers who manage over $100 million in qualifying assets to report their holdings quarterly using Form 13F. The report provides insight into the positions held by large investment firms and is often used as a tool for investors when making investment decisions.

In this report, we will be examining the changes in holdings of Financial Partners Group, Inc. for Q3 2022 and Q4 2022.

One of the most significant changes in holdings for Financial Partners Group, Inc. was with JEPI, the J P Morgan Exchange Traded F. In Q3 2022, the company reported holdings of 286,920 shares with a value of $14,699, however, by Q4 2022, those holdings had increased to 474,731 shares with a value of $26,138 - an increase of 77.8%.

Another change in holdings that should be noted is with DBC, the Invesco DB Commdy Indx Trck. Financial Partners Group, Inc. held 1,264,448 shares in Q3 2022, but by Q4 2022, the holdings had decreased to 657,108 shares. This is a decrease of 47.2% and could suggest a shift in investment strategies.

It is also worth noting that in Q3 2022, Financial Partners Group, Inc. had no holdings in FLQH, the Franklin Templeton ETF Tr, but by Q4 2022, their holdings had increased to 234,628 shares with a value of $6,769.

The changes in holdings for Financial Partners Group, Inc. are relatively mixed, with some investments increasing and others decreasing in value. It is important to remember that these changes may not necessarily reflect a change in investment strategy, but rather the ebb and flow of the stock market.

As always, investors should carefully research and analyze any investment opportunities before making any investment decisions. This report provides a snapshot of the holdings of Financial Partners Group, Inc., but there are many other factors to consider when making investment decisions.

In conclusion, the Q3 2022 vs. Q4 2022 13F Holdings Comparison for Financial Partners Group, Inc. shows some interesting changes in holdings, particularly with JEPI and DBC. As always, investors should exercise caution and thoroughly research any investment options before making any investment decisions.