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Cornerstone Advisory’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Cornerstone Advisory’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
2022
Q1 		– Sell
-200
Closed -$11K – 334
2021
Q4 		$11K Buy
+200
New +$9.97K ﹤0.01% 593

Other funds holding CWS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Cornerstone Advisory's CWS Position: Q1 2022 in Review

Cornerstone Advisory sold out of AdvisorShares Focused Equity ETF (CWS) in Q1 2022, closing a stake of 200 shares — an estimated $11K sold.

Cornerstone Advisory first reported a position in CWS in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 12 funds tracked by Wall St. Rank hold CWS as of Q1 2022.

  • Cornerstone Advisory reported no remaining AdvisorShares Focused Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 200 AdvisorShares Focused Equity ETF shares in Q1 2022, an estimated $11K.
  • Cornerstone Advisory first reported a position in AdvisorShares Focused Equity ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's AdvisorShares Focused Equity ETF position peaked at $11K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.