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
Other major holders of EQTY: NorthCoast Asset Management LLC
Decreased |
| 44.6M |
-1.1% |
| $1.1B |
| 1.3% |
| $27.21 |
0 |
| 2025-Q4 | Increased | 45M | +494x | $1.2B | 1.4% | $27.17 | 81 |
| 2025-Q3 | Unchanged | 90,990 | 0.0% | $2.3M | 0.0% | $25.62 | 0 |
| 2025-Q2 | Decreased | 90,990 | 0.0% | $2.3M | 0.0% | $24.90 | 0 |
| 2025-Q1 | Increased | 90,991 | +0.3% | $2.1M | 0.0% | $23.10 | 26 |
| 2024-Q4 | Decreased | 90,768 | 0.0% | $2.2M | 0.0% | $23.84 | 0 |
| 2024-Q3 | New | 90,770 | - | $2.1M | 0.0% | $23.14 | 36 |