Focus Partners Wealth
QMLS icon

Focus Partners Wealth’s QumulusAI QMLS Stock Holding History

Focus Partners Wealth’s Portfolio QMLS Stock Details QMLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$950K Buy
+146,621
New +$1.03M ﹤0.01% 1695

Other funds holding QMLS

WPG Advisers
WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return
Keebeck Wealth Management
Keebeck Wealth Management Chicago, Illinois $1.02B AUM 19.29% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Focus Partners Wealth's QMLS Position: Q3 2026 in Review

Focus Partners Wealth opened a new position in QumulusAI (QMLS) in Q3 2026: 146,621 shares worth $950K. The stake represents ﹤0.01% of the portfolio and ranks #1695 among its holdings.

17 funds tracked by Wall St. Rank hold QMLS as of Q3 2026.

  • Focus Partners Wealth held 146,621 shares of QumulusAI worth $950K as of Q3 2026.
  • QumulusAI was a new Focus Partners Wealth position in Q3 2026.
  • QumulusAI made up ﹤0.01% of Focus Partners Wealth's portfolio in Q3 2026, its #1695 holding.
  • 17 funds tracked by Wall St. Rank held QumulusAI as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.