Cetera Investment Advisers’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Cetera Investment Advisers’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	$4.43M	Buy	68,388 +2,260	+3%	+$154K	﹤0.01%	1593
2025 Q4	$4.54M	Buy	66,128 +3,420	+5%	+$235K	0.01%	1520
2025 Q3	$4.3M	Buy	62,708 +27,037	+76%	+$1.87M	0.01%	1529
2025 Q2	$2.5M	Buy	35,671 +3,125	+10%	+$207K	﹤0.01%	1686
2025 Q1	$2.13M	Buy	32,546 +795	+3%	+$52.7K	﹤0.01%	1706
2024 Q4	$2.06M	Buy	31,751 +1,497	+5%	+$103K	﹤0.01%	1633
2024 Q3	$2.08M	Buy	30,254 +2,621	+9%	+$172K	﹤0.01%	1600
2024 Q2	$1.72M	Buy	27,633 +2,838	+11%	+$176K	﹤0.01%	1690
2024 Q1	$1.58M	Buy	+24,795	New	+$1.51M	﹤0.01%	1731

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Cetera Investment Advisers's CWS Position: Q1 2026 in Review

Cetera Investment Advisers increased its AdvisorShares Focused Equity ETF (CWS) stake by 3.4% in Q1 2026, buying an estimated $154K and bringing the position to 68,388 shares worth $4.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Cetera Investment Advisers first reported a position in CWS in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.54M in Q4 2025. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

Cetera Investment Advisers held 68,388 shares of AdvisorShares Focused Equity ETF worth $4.43M as of Q1 2026.
Cetera Investment Advisers bought 2,260 AdvisorShares Focused Equity ETF shares in Q1 2026, an estimated $154K.
AdvisorShares Focused Equity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1593 holding.
Cetera Investment Advisers first reported a position in AdvisorShares Focused Equity ETF in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's AdvisorShares Focused Equity ETF position peaked at $4.54M in Q4 2025.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.