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Aviso Financial’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Aviso Financial’s Portfolio CWS Stock Details CWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-139
Closed -$9K – 297
2026
Q1 		$9K Sell
139
-500
-78% -$34.1K ﹤0.01% 284
2025
Q4 		$43.9K Sell
639
-2,753
-81% -$189K ﹤0.01% 245
2025
Q3 		$233K Buy
3,392
+278
+9% +$19.2K 0.01% 224
2025
Q2 		$218K Buy
+3,114
New +$207K 0.01% 226

Other funds holding CWS

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Aviso Financial's CWS Position: Q2 2026 in Review

Aviso Financial sold out of AdvisorShares Focused Equity ETF (CWS) in Q2 2026, closing a stake of 139 shares — an estimated $9K sold.

Aviso Financial first reported a position in CWS in Q2 2025 and held it in 4 quarters. The position peaked at $233K in Q3 2025. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Aviso Financial reported no remaining AdvisorShares Focused Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 139 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $9K.
  • Aviso Financial first reported a position in AdvisorShares Focused Equity ETF in Q2 2025 and held it in 4 quarters.
  • Aviso Financial's AdvisorShares Focused Equity ETF position peaked at $233K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.