AIP
AFOS

ARS Investment Partners’s ARS Focused Opportunity Strategy ETF AFOS Stock Holding History

ARS Investment Partners’s Portfolio AFOS Stock Details AFOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262M Sell
5,625,529
-6,398
-0.1% -$273K 11.46% 1
2026
Q1 		$204M Buy
5,631,927
+28,228
+0.5% +$1.06M 10.58% 1
2025
Q4 		$193M Sell
5,603,699
-5,837
-0.1% -$191K 11.26% 1
2025
Q3 		$172M Sell
5,609,536
-34,939
-0.6% -$969K 11.35% 1
2025
Q2 		$144M Buy
+5,644,475
New +$144M 10.54% 1

Other funds holding AFOS

NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

ARS Investment Partners's AFOS Position: Q2 2026 in Review

ARS Investment Partners reduced its ARS Focused Opportunity Strategy ETF (AFOS) stake by 0.11% in Q2 2026, selling an estimated $273K and leaving 5,625,529 shares worth $262M. The position accounts for 11.46% of the portfolio, ranked #1.

ARS Investment Partners first reported a position in AFOS in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold AFOS as of Q2 2026.

  • ARS Investment Partners held 5,625,529 shares of ARS Focused Opportunity Strategy ETF worth $262M as of Q2 2026.
  • ARS Investment Partners sold 6,398 ARS Focused Opportunity Strategy ETF shares in Q2 2026, an estimated $273K.
  • ARS Focused Opportunity Strategy ETF made up 11.46% of ARS Investment Partners's portfolio in Q2 2026, its #1 holding.
  • ARS Investment Partners first reported a position in ARS Focused Opportunity Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held ARS Focused Opportunity Strategy ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.