Baird Financial Group’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Baird Financial Group’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
2022 Q3	–	Sell	-7,139	Closed	-$300K	–	1726
2022 Q2	$300K	Buy	+7,139	New	+$318K	﹤0.01%	1556

Other funds holding CWS

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Baird Financial Group's CWS Position: Q3 2022 in Review

Baird Financial Group sold out of AdvisorShares Focused Equity ETF (CWS) in Q3 2022, closing a stake of 7,139 shares — an estimated $300K sold.

Baird Financial Group first reported a position in CWS in Q2 2022 and held it in 1 quarter. The position peaked at $300K in Q2 2022. 9 funds tracked by Wall St. Rank hold CWS as of Q3 2022.

Baird Financial Group reported no remaining AdvisorShares Focused Equity ETF position as of Q3 2022 after selling out during the quarter.
Baird Financial Group sold 7,139 AdvisorShares Focused Equity ETF shares in Q3 2022, an estimated $300K.
Baird Financial Group first reported a position in AdvisorShares Focused Equity ETF in Q2 2022 and held it in 1 quarter.
Baird Financial Group's AdvisorShares Focused Equity ETF position peaked at $300K in Q2 2022.
9 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.