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CVLCCVLC
7 quarters

Position history for FWFocus Partners Wealth's holdings in MORGAN STANLEY ETF TRUST

Yes. Focus Partners Wealth holds 166,892 shares of CVLC, worth $15.8M, as of its Q2 2026 13F filing. It increased the position by 55,138 shares (+49.3%) from Q1 2026. Focus Partners Wealth has held CVLC since Q4 2024, across 7 quarterly 13F filings.

Current Value

$15.8M

Current Shares

166,892

Total Value Change

+$13.8M

Total Shares Change

+140,022

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
166,892
+49.3%
$15.8M0.0%$94.25
39
2026-Q1
Increased
111,754
+154.6%
$8.9M0.0%$79.70
44
2025-Q4
Increased
43,894
+58.8%
$3.7M0.0%$83.68
38
2025-Q3
Increased
27,648
+0.8%
$2.3M0.0%$81.05
26
2025-Q2
Increased
27,432
+1.0%
$2.1M0.0%$75.59
26
2025-Q1
Increased
27,168
+1.1%
$1.9M0.0%$67.91
26
2024-Q4
New
26,870
-
$2M0.0%$72.06
36

Other major holders of CVLC: Wealthspire Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC

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