Commonwealth Equity Services’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Commonwealth Equity Services’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	–	Sell	-3,100	Closed	-$213K	–	4342
2025 Q4	$213K	Sell	3,100 -1,600	-34%	-$110K	﹤0.01%	3926
2025 Q3	$323K	Sell	4,700 -161	-3%	-$11.1K	﹤0.01%	3564
2025 Q2	$340K	Buy	4,861 +1,670	+52%	+$111K	﹤0.01%	3481
2025 Q1	$209K	Sell	3,191 -566	-15%	-$37.5K	﹤0.01%	3794
2024 Q4	$243K	Buy	3,757 +463	+14%	+$31.9K	﹤0.01%	3596
2024 Q3	$226K	Buy	+3,294	New	+$217K	﹤0.01%	3588

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

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

Commonwealth Equity Services's CWS Position: Q1 2026 in Review

Commonwealth Equity Services sold out of AdvisorShares Focused Equity ETF (CWS) in Q1 2026, closing a stake of 3,100 shares — an estimated $213K sold.

Commonwealth Equity Services first reported a position in CWS in Q3 2024 and held it in 6 quarters. The position peaked at $340K in Q2 2025. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

Commonwealth Equity Services reported no remaining AdvisorShares Focused Equity ETF position as of Q1 2026 after selling out during the quarter.
Commonwealth Equity Services sold 3,100 AdvisorShares Focused Equity ETF shares in Q1 2026, an estimated $213K.
Commonwealth Equity Services first reported a position in AdvisorShares Focused Equity ETF in Q3 2024 and held it in 6 quarters.
Commonwealth Equity Services's AdvisorShares Focused Equity ETF position peaked at $340K in Q2 2025.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.