Cambridge Investment Research Advisors’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Cambridge Investment Research 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	$5.55M	Buy	85,634 +25,490	+42%	+$1.74M	0.01%	905
2025 Q4	$4.13M	Buy	60,144 +55,849	+1,300%	+$3.83M	0.01%	1031
2025 Q3	$295K	Sell	4,295 -33,521	-89%	-$2.32M	﹤0.01%	3122
2025 Q2	$2.65M	Buy	+37,816	New	+$2.51M	0.01%	1219
2023 Q2	–	Sell	-18,452	Closed	-$938K	–	3199
2023 Q1	$938K	Buy	+18,452	New	+$920K	﹤0.01%	1613

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors's CWS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its AdvisorShares Focused Equity ETF (CWS) stake by 42% in Q1 2026, buying an estimated $1.74M and bringing the position to 85,634 shares worth $5.55M. The position accounts for 0.01% of the portfolio, ranked #905.

Cambridge Investment Research Advisors first reported a position in CWS in Q1 2023 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

Cambridge Investment Research Advisors held 85,634 shares of AdvisorShares Focused Equity ETF worth $5.55M as of Q1 2026.
Cambridge Investment Research Advisors bought 25,490 AdvisorShares Focused Equity ETF shares in Q1 2026, an estimated $1.74M.
AdvisorShares Focused Equity ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #905 holding.
Cambridge Investment Research Advisors first reported a position in AdvisorShares Focused Equity ETF in Q1 2023 and has held it in 5 quarters since.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.