Focus Partners Wealth
LVDS

Focus Partners Wealth’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

Focus Partners Wealth’s Portfolio LVDS Stock Details LVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,493
Closed -$335K – 2803
2025
Q3 		$335K Buy
+6,493
New +$330K ﹤0.01% 1793

Other funds holding LVDS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Focus Partners Wealth sold out of JPMorgan Fundamental Data Science Large Value ETF (LVDS) in Q4 2025, closing a stake of 6,493 shares — an estimated $335K sold.

Focus Partners Wealth first reported a position in LVDS in Q3 2025 and held it in 1 quarter. The position peaked at $335K in Q3 2025. 22 funds tracked by Wall St. Rank hold LVDS as of Q4 2025.

  • Focus Partners Wealth reported no remaining JPMorgan Fundamental Data Science Large Value ETF position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 6,493 JPMorgan Fundamental Data Science Large Value ETF shares in Q4 2025, an estimated $335K.
  • Focus Partners Wealth first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and held it in 1 quarter.
  • Focus Partners Wealth's JPMorgan Fundamental Data Science Large Value ETF position peaked at $335K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q4 2025.

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