Focus Partners Wealth
CIO

Focus Partners Wealth’s City Office REIT CIO Stock Holding History

Focus Partners Wealth’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-228,818
Closed -$1.6M – 2687
2025
Q4 		$1.6M Buy
+228,818
New +$1.58M ﹤0.01% 1428

Other funds holding CIO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return