CA
CWS icon

Cetera Advisors’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Cetera 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
2024
Q1 		$309K Buy
4,854
+1,347
+38% +$81.9K ﹤0.01% 1918
2023
Q4 		$208K Buy
+3,507
New +$189K ﹤0.01% 1619
2019
Q2 		– Sell
-875
Closed -$28K – 972
2019
Q1 		$28K Buy
+875
New +$27.2K ﹤0.01% 1038

Other funds holding CWS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cetera Advisors's CWS Position: Q1 2024 in Review

Cetera Advisors increased its AdvisorShares Focused Equity ETF (CWS) stake by 38% in Q1 2024, buying an estimated $81.9K and bringing the position to 4,854 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Cetera Advisors first reported a position in CWS in Q1 2019 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold CWS as of Q1 2024.

  • Cetera Advisors held 4,854 shares of AdvisorShares Focused Equity ETF worth $309K as of Q1 2024.
  • Cetera Advisors bought 1,347 AdvisorShares Focused Equity ETF shares in Q1 2024, an estimated $81.9K.
  • AdvisorShares Focused Equity ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1918 holding.
  • Cetera Advisors first reported a position in AdvisorShares Focused Equity ETF in Q1 2019 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.