Focus Partners Wealth historic quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Focus Partners Wealth opened 3 positions, added to 4, reduced 1 and sold out of 3.
- Q1 2025: Stock ITUB; Country of operation —; Class SPON ADR REP PFD; Shares before 14,825.
- Q1 2025: Stock CIG; Country of operation —; Class SP ADR N-V PFD; Shares before 19,946.
- Q1 2024: Stock CIG; Country of operation —; Class SP ADR N-V PFD; Shares before 17,940.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1542153), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-20); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-05-20); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31.
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