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Beacon Pointe Advisors’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Beacon Pointe Advisors’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 		$477K Buy
7,371
+225
+3% +$15.3K ﹤0.01% 1321
2025
Q4 		$491K Buy
7,146
+600
+9% +$41.1K ﹤0.01% 1083
2025
Q3 		$449K Buy
+6,546
New +$452K ﹤0.01% 1043

Other funds holding CWS

CIBC World Market
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
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

Beacon Pointe Advisors's CWS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its AdvisorShares Focused Equity ETF (CWS) stake by 3.1% in Q1 2026, buying an estimated $15.3K and bringing the position to 7,371 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Beacon Pointe Advisors first reported a position in CWS in Q3 2025 and has held it in 3 quarters since. The position peaked at $491K in Q4 2025. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

  • Beacon Pointe Advisors held 7,371 shares of AdvisorShares Focused Equity ETF worth $477K as of Q1 2026.
  • Beacon Pointe Advisors bought 225 AdvisorShares Focused Equity ETF shares in Q1 2026, an estimated $15.3K.
  • AdvisorShares Focused Equity ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1321 holding.
  • Beacon Pointe Advisors first reported a position in AdvisorShares Focused Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's AdvisorShares Focused Equity ETF position peaked at $491K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.