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EQTY
7 quarters

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

Focus Partners Wealth holds 44.6M shares of EQTY (VALUED ADVISERS TR), worth $1.1B as of 2026-Q1. The position was decreased (-1.1% shares). EQTY represents 1.3% of Focus Partners Wealth's portfolio.

Current Value

$1.1B

Current Shares

44.6M

Total Value Change

+$1.1B

Total Shares Change

+44.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
Increased
90,991
+0.3%
$2.1M0.0%$23.10
26
2024-Q4
Decreased
90,768
0.0%
$2.2M0.0%$23.84
0
2024-Q3
New
90,770
-
$2.1M0.0%$23.14
36

Other major holders of EQTY: NorthCoast Asset Management LLC

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