Ownership history in Focus Partners Wealth · 7 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in ALPS ETF TR (ACES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 32,040 | +3,039 | +10.5% | 0.00% | $1.0M | $32.41 |
| 2025 Q3 | REDUCED | 29,001 | -772 | -2.6% | 0.00% | $926K | $31.84 |
| 2025 Q2 | ADDED | 29,773 | +22,627 | +316.6% | 0.00% | $768K | $25.63 |
| 2024 Q3 | ADDED | 7,146 | +28 | +0.4% | 0.00% | $210K | $29.06 |
| 2024 Q2 | ADDED | 7,118 | +69 | +1.0% | 0.00% | $200K | $27.73 |
| 2024 Q1 | REDUCED | 7,049 | -6,254 | -47.0% | 0.00% | $209K | $29.15 |
| 2023 Q4 | INITIATED | 13,303 | — | — | 0.01% | $478K | — |
As of 2025 Q4 — sorted by position size