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EQTYEQTY
8 quarters

Position history for FWFocus Partners Wealth's holdings in VALUED ADVISERS TR

Focus Partners Wealth holds 43.9M shares of EQTY (VALUED ADVISERS TR), worth $1.2B as of 2026-Q2. The position was decreased (-1.6% shares). EQTY represents 1.3% of Focus Partners Wealth's portfolio.

Current Value

$1.2B

Current Shares

43.9M

Total Value Change

+$1.2B

Total Shares Change

+43.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
43.9M
-1.6%
$1.2B1.3%$27.95
0
2026-Q1
Decreased
44.6M
-1.1%
$1.1B1.3%$27.21
0
2025-Q4
Increased
45M
+494x
$1.2B1.4%$27.17
81
2025-Q3
Unchanged
90,990
0.0%
$2.3M0.0%$25.62
0
2025-Q2
Decreased
90,990
0.0%
$2.3M0.0%$24.90
0
2025-Q1
Decreased
90,991
-49.9%
$2.1M0.0%$23.10
0
2024-Q4
Increased
181,536
+100.0%
$4.3M0.0%$23.84
43
2024-Q3
New
90,770
-
$2.1M0.0%$23.14
36

Other major holders of EQTY: NorthCoast Asset Management LLC

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