Back to FW Focus Partners Wealth

TAXTAX
4 quarters

Position history for FWFocus Partners Wealth's holdings in EA SERIES TRUST

Focus Partners Wealth holds 13,800 shares of TAX (EA SERIES TRUST), worth $374,493 as of 2026-Q1. The position was increased (+72.5% shares). TAX represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$374,493

Current Shares

13,800

Total Value Change

+$167,015

Total Shares Change

+5,800

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
13,800
+72.5%
$374,4930.0%$28.33
36
2025-Q4
Unchanged
8,000
0.0%
$227,2300.0%$28.65
0
2025-Q3
Unchanged
8,000
0.0%
$221,5170.0%$27.64
0
2025-Q2
New
8,000
-
$207,4780.0%$25.76
32

Other major holders of TAX: Empowered Funds, LLC, HighTower Advisors, LLC

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