ARS Investment Partners
AFOS icon

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
Q3 		$251M Sell
5,595,899
-29,630
-0.5% -$1.34M 11.28% 1
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

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Tiller Private Wealth
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MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

ARS Investment Partners's AFOS Position: Q3 2026 in Review

ARS Investment Partners reduced its ARS Focused Opportunity Strategy ETF (AFOS) stake by 0.53% in Q3 2026, selling an estimated $1.34M and leaving 5,595,899 shares worth $251M. The position accounts for 11.28% of the portfolio, ranked #1.

ARS Investment Partners first reported a position in AFOS in Q2 2025 and has held it in 6 quarters since. The position peaked at $262M in Q2 2026. 8 funds tracked by Wall St. Rank hold AFOS as of Q3 2026.

  • ARS Investment Partners held 5,595,899 shares of ARS Focused Opportunity Strategy ETF worth $251M as of Q3 2026.
  • ARS Investment Partners sold 29,630 ARS Focused Opportunity Strategy ETF shares in Q3 2026, an estimated $1.34M.
  • ARS Focused Opportunity Strategy ETF made up 11.28% of ARS Investment Partners's portfolio in Q3 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 6 quarters since.
  • ARS Investment Partners's ARS Focused Opportunity Strategy ETF position peaked at $262M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held ARS Focused Opportunity Strategy ETF as of Q3 2026.

Based on ARS Investment Partners's 13F filing for Q3 2026, filed 5 Nov 2026.