Comprehensive Financial Planning’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Comprehensive Financial Planning’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	$21.4K	Hold	330	–	–	0.01%	214
2025 Q4	$22.7K	Hold	330	–	–	0.02%	208
2025 Q3	$22.6K	Hold	330	–	–	0.02%	205
2025 Q2	$23.1K	Buy	330 +1	+0.3%	+$66	0.02%	189
2025 Q1	$21.6K	Sell	329 -1	-0.3%	-$66	0.02%	176
2024 Q4	$21.3K	Buy	+330	New	+$22.8K	0.02%	205

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

Comprehensive Financial Planning's CWS Position: Q1 2026 in Review

Comprehensive Financial Planning held its AdvisorShares Focused Equity ETF (CWS) position steady in Q1 2026 at 330 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #214.

Comprehensive Financial Planning first reported a position in CWS in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.1K in Q2 2025. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

Comprehensive Financial Planning held 330 shares of AdvisorShares Focused Equity ETF worth $21.4K as of Q1 2026.
Comprehensive Financial Planning left its AdvisorShares Focused Equity ETF share count unchanged in Q1 2026.
AdvisorShares Focused Equity ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #214 holding.
Comprehensive Financial Planning first reported a position in AdvisorShares Focused Equity ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's AdvisorShares Focused Equity ETF position peaked at $23.1K in Q2 2025.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.