Focus Partners Wealth
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Focus Partners Wealth’s Aptevo Therapeutics APVO Stock Holding History

Focus Partners Wealth’s Portfolio APVO Stock Details APVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-556
Closed -$14.5K – 2658
2025
Q3 		$14.5K Buy
+556
New +$22.3K ﹤0.01% 2192

Other funds holding APVO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

Focus Partners Wealth's APVO Position: Q4 2025 in Review

Focus Partners Wealth sold out of Aptevo Therapeutics (APVO) in Q4 2025, closing a stake of 556 shares — an estimated $14.5K sold.

Focus Partners Wealth first reported a position in APVO in Q3 2025 and held it in 1 quarter. The position peaked at $14.5K in Q3 2025. 11 funds tracked by Wall St. Rank hold APVO as of Q4 2025.

  • Focus Partners Wealth reported no remaining Aptevo Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 556 Aptevo Therapeutics shares in Q4 2025, an estimated $14.5K.
  • Focus Partners Wealth first reported a position in Aptevo Therapeutics in Q3 2025 and held it in 1 quarter.
  • Focus Partners Wealth's Aptevo Therapeutics position peaked at $14.5K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Aptevo Therapeutics as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.