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IAMS WEALTH MANAGEMENT, LLC → FPF
IAMS WEALTH MANAGEMENT, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
115
Latest value
$790K
Q3 2026
Peak value
$8.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $442K |
| Q4 2025 | $1.4M |
| Q4 2025 | $960K |
| Q4 2025 | $1.4M |
| Q4 2025 | $2.9M |
| Q4 2025 | $2.3M |
| Q4 2025 | $2.8M |
| Q4 2025 | $678K |
| Q4 2025 | $2.7M |
| Q4 2025 | $653K |
| Q4 2025 | $579K |
| Q4 2025 | $1.3M |
| Q4 2025 | $676K |
| Q4 2025 | $376K |
| Q4 2025 | $2.2M |
| Q4 2025 | $5.8M |
| Q4 2025 | $1M |
| Q4 2025 | $3.7M |
| Q4 2025 | $5.2M |
| Q4 2025 | $216K |
| Q4 2025 | $487K |
| Q4 2025 | $911K |
| Q4 2025 | $1.1M |
| Q4 2025 | $5.5M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.2M |
| Q4 2025 | $3M |
| Q4 2025 | $3.8M |
| Q4 2025 | $709K |
| Q1 2026 | $682K |
| Q1 2026 | $1.3M |
| Q1 2026 | $962K |
| Q1 2026 | $1.5M |
| Q1 2026 | $2.7M |
| Q1 2026 | $2.3M |
| Q1 2026 | $2.7M |
| Q1 2026 | $388K |
| Q1 2026 | $2.5M |
| Q1 2026 | $646K |
| Q1 2026 | $552K |
| Q1 2026 | $932K |
| Q1 2026 | $1M |
| Q1 2026 | $243K |
| Q1 2026 | $2.4M |
| Q1 2026 | $6.4M |
| Q1 2026 | $958K |
| Q1 2026 | $3.7M |
| Q1 2026 | $5.2M |
| Q1 2026 | $215K |
| Q1 2026 | $477K |
| Q1 2026 | $871K |
| Q1 2026 | $1M |
| Q1 2026 | $6.8M |
| Q1 2026 | $2.1M |
| Q1 2026 | $3.2M |
| Q1 2026 | $5.3M |
| Q1 2026 | $692K |
| Q2 2026 | $397K |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.6M |
| Q2 2026 | $3M |
| Q2 2026 | $3.3M |
| Q2 2026 | $2.8M |
| Q2 2026 | $500K |
| Q2 2026 | $2.8M |
| Q2 2026 | $684K |
| Q2 2026 | $598K |
| Q2 2026 | $1M |
| Q2 2026 | $1.1M |
| Q2 2026 | $258K |
| Q2 2026 | $2.7M |
| Q2 2026 | $8.2M |
| Q2 2026 | $988K |
| Q2 2026 | $4.4M |
| Q2 2026 | $7.1M |
| Q2 2026 | $214K |
| Q2 2026 | $557K |
| Q2 2026 | $885K |
| Q2 2026 | $1.1M |
| Q2 2026 | $8M |
| Q2 2026 | $5M |
| Q2 2026 | $3.4M |
| Q2 2026 | $6.6M |
| Q2 2026 | $763K |
| Q3 2026 | $307K |
| Q3 2026 | $1.8M |
| Q3 2026 | $1.5M |
| Q3 2026 | $2.8M |
| Q3 2026 | $2M |
| Q3 2026 | $2M |
| Q3 2026 | $555K |
| Q3 2026 | $621K |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.5M |
| Q3 2026 | $2.6M |
| Q3 2026 | $399K |
| Q3 2026 | $510K |
| Q3 2026 | $875K |
| Q3 2026 | $769K |
| Q3 2026 | $278K |
| Q3 2026 | $214K |
| Q3 2026 | $606K |
| Q3 2026 | $4M |
| Q3 2026 | $744K |
| Q3 2026 | $3.4M |
| Q3 2026 | $7.6M |
| Q3 2026 | $230K |
| Q3 2026 | $704K |
| Q3 2026 | $1.1M |
| Q3 2026 | $6.9M |
| Q3 2026 | $775K |
| Q3 2026 | $2.8M |
| Q3 2026 | $6.6M |
| Q3 2026 | $790K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $790K | 26.4K | — | — |
| Q3 2026 | $6.6M | 163.1K | — | — |
| Q3 2026 | $2.8M | 90.8K | — | — |
| Q3 2026 | $775K | 18.8K | — | — |
| Q3 2026 | $6.9M | 185.0K | — | — |
| Q3 2026 | $1.1M | 22.3K | — | — |
| Q3 2026 | $704K | 14.5K | — | — |
| Q3 2026 | $230K | 7.5K | — | — |
| Q3 2026 | $7.6M | 96.6K | — | — |
| Q3 2026 | $3.4M | 29.7K | — | — |
| Q3 2026 | $744K | 40.5K | — | — |
| Q3 2026 | $4M | 205.1K | — | — |
| Q3 2026 | $606K | 30.9K | — | — |
| Q3 2026 | $214K | 5.5K | — | — |
| Q3 2026 | $278K | 6.2K | — | — |
| Q3 2026 | $769K | 23.9K | — | — |
| Q3 2026 | $875K | 9.3K | — | — |
| Q3 2026 | $510K | 6.5K | — | — |
| Q3 2026 | $399K | 7.1K | — | — |
| Q3 2026 | $2.6M | 26.8K | — | — |
| Q3 2026 | $1.5M | 14.6K | — | — |
| Q3 2026 | $1.4M | 25.5K | — | — |
| Q3 2026 | $621K | 7.6K | — | — |
| Q3 2026 | $555K | 4.2K | — | — |
| Q3 2026 | $2M | 42.6K | — | — |
| Q3 2026 | $2M | 6.0K | — | — |
| Q3 2026 | $2.8M | 73.6K | — | — |
| Q3 2026 | $1.5M | 5.0K | — | — |
| Q3 2026 | $1.8M | 19.6K | — | — |
| Q3 2026 | $307K | 6.2K | — | — |
| Q2 2026 | $763K | 26.0K | — | — |
| Q2 2026 | $6.6M | 167.7K | — | — |
| Q2 2026 | $3.4M | 112.7K | — | — |
| Q2 2026 | $5M | 115.0K | — | — |
| Q2 2026 | $8M | 218.2K | — | — |
| Q2 2026 | $1.1M | 21.8K | — | — |
| Q2 2026 | $885K | 17.8K | — | — |
| Q2 2026 | $557K | 7.6K | — | — |
| Q2 2026 | $214K | 10.0K | — | — |
| Q2 2026 | $7.1M | 87.5K | — | — |
| Q2 2026 | $4.4M | 37.9K | — | — |
| Q2 2026 | $988K | 52.4K | — | — |
| Q2 2026 | $8.2M | 393.1K | — | — |
| Q2 2026 | $2.7M | 127.9K | — | — |
| Q2 2026 | $258K | 6.3K | — | — |
| Q2 2026 | $1.1M | 34.0K | — | — |
| Q2 2026 | $1M | 11.0K | — | — |
| Q2 2026 | $598K | 7.8K | — | — |
| Q2 2026 | $684K | 12.0K | — | — |
| Q2 2026 | $2.8M | 28.6K | — | — |
| Q2 2026 | $500K | 4.1K | — | — |
| Q2 2026 | $2.8M | 59.1K | — | — |
| Q2 2026 | $3.3M | 9.8K | — | — |
| Q2 2026 | $3M | 80.8K | — | — |
| Q2 2026 | $1.6M | 6.1K | — | — |
| Q2 2026 | $1.2M | 4.8K | — | — |
| Q2 2026 | $1.4M | 14.5K | — | — |
| Q2 2026 | $397K | 8.2K | — | — |
| Q1 2026 | $692K | 25.8K | — | — |
| Q1 2026 | $5.3M | 149.3K | — | — |
| Q1 2026 | $3.2M | 114.0K | — | — |
| Q1 2026 | $2.1M | 47.5K | — | — |
| Q1 2026 | $6.8M | 201.1K | — | — |
| Q1 2026 | $1M | 21.4K | — | — |
| Q1 2026 | $871K | 17.5K | — | — |
| Q1 2026 | $477K | 6.8K | — | — |
| Q1 2026 | $215K | 10.3K | — | — |
| Q1 2026 | $5.2M | 75.8K | — | — |
| Q1 2026 | $3.7M | 39.1K | — | — |
| Q1 2026 | $958K | 50.6K | — | — |
| Q1 2026 | $6.4M | 304.5K | — | — |
| Q1 2026 | $2.4M | 109.2K | — | — |
| Q1 2026 | $243K | 6.0K | — | — |
| Q1 2026 | $1M | 34.0K | — | — |
| Q1 2026 | $932K | 10.7K | — | — |
| Q1 2026 | $552K | 7.6K | — | — |
| Q1 2026 | $646K | 11.8K | — | — |
| Q1 2026 | $2.5M | 27.4K | — | — |
| Q1 2026 | $388K | 3.5K | — | — |
| Q1 2026 | $2.7M | 57.4K | — | — |
| Q1 2026 | $2.3M | 10.7K | — | — |
| Q1 2026 | $2.7M | 79.0K | — | — |
| Q1 2026 | $1.5M | 6.2K | — | — |
| Q1 2026 | $962K | 4.8K | — | — |
| Q1 2026 | $1.3M | 14.0K | — | — |
| Q1 2026 | $682K | 13.4K | — | — |
| Q4 2025 | $709K | 25.8K | — | — |
| Q4 2025 | $3.8M | 106.6K | — | — |
| Q4 2025 | $3M | 106.3K | — | — |
| Q4 2025 | $1.2M | 49.5K | — | — |
| Q4 2025 | $1.3M | 30.1K | — | — |
| Q4 2025 | $5.5M | 161.5K | — | — |
| Q4 2025 | $1.1M | 22.0K | — | — |
| Q4 2025 | $911K | 18.2K | — | — |
| Q4 2025 | $487K | 6.9K | — | — |
| Q4 2025 | $216K | 10.5K | — | — |
| Q4 2025 | $5.2M | 75.5K | — | — |
| Q4 2025 | $3.7M | 38.1K | — | — |
| Q4 2025 | $1M | 53.2K | — | — |
| Q4 2025 | $5.8M | 272.2K | — | — |
| Q4 2025 | $2.2M | 100.3K | — | — |
| Q4 2025 | $376K | 9.0K | — | — |
| Q4 2025 | $676K | 24.7K | — | — |
| Q4 2025 | $1.3M | 16.7K | — | — |
| Q4 2025 | $579K | 8.6K | — | — |
| Q4 2025 | $653K | 12.1K | — | — |
| Q4 2025 | $2.7M | 31.7K | — | — |
| Q4 2025 | $678K | 6.0K | — | — |
| Q4 2025 | $2.8M | 60.2K | — | — |
| Q4 2025 | $2.3M | 10.0K | — | — |
| Q4 2025 | $2.9M | 81.2K | — | — |
| Q4 2025 | $1.4M | 5.4K | — | — |
| Q4 2025 | $960K | 4.6K | — | — |
| Q4 2025 | $1.4M | 15.5K | — | — |
| Q4 2025 | $442K | 10.0K | — | — |