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FOCUS Wealth Advisors, LLC → MTN

FOCUS Wealth Advisors, LLC MTN Position History

Vail Resorts, Inc. • Consumer Cyclical

Quarters held
4
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2M
Q1 2026$1.9M
Q2 2026$2M
Q3 2026$2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2M75.9K——
Q2 2026$2M75.2K——
Q1 2026$1.9M72.0K——
Q4 2025$2M75.0K——

Other funds holding MTN

Other FOCUS Wealth Advisors, LLC positions

VGES

VANGUARD BD INDEX FDS

$16.1M
VGES

VANGUARD BD INDEX FDS

$15.9M
VGES

VANGUARD BD INDEX FDS

$15.5M
VGES

VANGUARD BD INDEX FDS

$15.4M
ETHA

ISHARES TR

$14.3M
ETHA

ISHARES TR

$13.2M
ETHA

ISHARES TR

$12.9M
ETHA

ISHARES TR

$12.7M