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 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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

SWP

Stone Wealth Partners Lafayette, Louisiana $137M AUM

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Aviso Financial's CWS Position: Q1 2026 in Review

Aviso Financial reduced its AdvisorShares Focused Equity ETF (CWS) stake by 78% in Q1 2026, selling an estimated $34.1K and leaving 139 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Aviso Financial first reported a position in CWS in Q2 2025 and has held it in 4 quarters since. The position peaked at $233K in Q3 2025. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

Aviso Financial held 139 shares of AdvisorShares Focused Equity ETF worth $9K as of Q1 2026.
Aviso Financial sold 500 AdvisorShares Focused Equity ETF shares in Q1 2026, an estimated $34.1K.
AdvisorShares Focused Equity ETF made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #284 holding.
Aviso Financial first reported a position in AdvisorShares Focused Equity ETF in Q2 2025 and has held it in 4 quarters since.
Aviso Financial's AdvisorShares Focused Equity ETF position peaked at $233K in Q3 2025.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.