Focus Partners Wealth
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Focus Partners Wealth’s FiscalNote NOTE Stock Holding History

Focus Partners Wealth’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$431K Buy
66,954
+285
+0.4% +$1.83K ﹤0.01% 1511
2025
Q1 		$647K Buy
66,669
+59,507
+831% +$577K ﹤0.01% 1218
2024
Q4 		$92K Buy
7,162
+4
+0.1% +$51 ﹤0.01% 1785
2024
Q3 		$110K Buy
+7,158
New +$110K ﹤0.01% 1496