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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
Q2 		$398K Sell
5,835
-1,536
-21% -$104K ﹤0.01% 1447
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 $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

Beacon Pointe Advisors's CWS Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its AdvisorShares Focused Equity ETF (CWS) stake by 21% in Q2 2026, selling an estimated $104K and leaving 5,835 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Beacon Pointe Advisors first reported a position in CWS in Q3 2025 and has held it in 4 quarters since. The position peaked at $491K in Q4 2025. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Beacon Pointe Advisors held 5,835 shares of AdvisorShares Focused Equity ETF worth $398K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,536 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $104K.
  • AdvisorShares Focused Equity ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1447 holding.
  • Beacon Pointe Advisors first reported a position in AdvisorShares Focused Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's AdvisorShares Focused Equity ETF position peaked at $491K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.