Focus Partners Wealth YOLO β€” ADVISORSHARES TR

Ownership history in Focus Partners Wealth  Β·  3 quarters on record

AI Ownership Summary

Focus Partners Wealth reported ADVISORSHARES TR (YOLO) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows YOLO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this YOLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Partners Wealth's position in ADVISORSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

YOLO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Focus Partners Wealth held YOLO β€” position size vs. price
% of Fund (quarterly)    YOLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 232,112 β€” 0% 0.00% $671K 2026-08-12 $2.83
2026 Q1 UNCHANGED β€” β€” β€” 232,112 β€” 0% 0.00% $610K 2026-05-15 $2.86
2025 Q4 INITIATED β€” β€” β€” 232,112 β€” β€” 0.00% $766K 2026-02-13 $2.88

FAQ About Focus Partners Wealth and YOLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Focus Partners Wealth reported owning YOLO?

Focus Partners Wealth reported YOLO across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported YOLO position in Focus Partners Wealth's portfolio?

The largest reported portfolio weight for YOLO was 0.00% in 2025 Q4.

What is the latest reported YOLO position on this page?

The most recent filing on this page is 2026 Q2, when Focus Partners Wealth reported 232,112 shares, equal to 0.00% of portfolio, with an estimated market value of $671K.

What does the chart on this YOLO ownership page compare?

The chart compares Focus Partners Wealth's quarterly YOLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Focus Partners Wealth Holdings