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 Q2	$22.5K	Buy	331 +1	+0.3%	+$68	0.01%	235
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 $62.3B AUM 44.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stone Wealth Partners Lafayette, Louisiana $137M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Comprehensive Financial Planning's CWS Position: Q2 2026 in Review

Comprehensive Financial Planning increased its AdvisorShares Focused Equity ETF (CWS) stake by 0.3% in Q2 2026, buying an estimated $68 and bringing the position to 331 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #235.

Comprehensive Financial Planning first reported a position in CWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.1K in Q2 2025. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

Comprehensive Financial Planning held 331 shares of AdvisorShares Focused Equity ETF worth $22.5K as of Q2 2026.
Comprehensive Financial Planning bought 1 AdvisorShares Focused Equity ETF share in Q2 2026, an estimated $68.
AdvisorShares Focused Equity ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #235 holding.
Comprehensive Financial Planning first reported a position in AdvisorShares Focused Equity ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's AdvisorShares Focused Equity ETF position peaked at $23.1K in Q2 2025.
52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.