Cornerstone Wealth Management’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Cornerstone Wealth Management’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	$393K	Sell	5,761 -449	-7%	-$30.3K	0.02%	545
2026 Q1	$402K	Sell	6,210 -93	-1%	-$6.34K	0.02%	502
2025 Q4	$433K	Buy	6,303 +1,663	+36%	+$114K	0.02%	460
2025 Q3	$318K	Buy	4,640 +402	+9%	+$27.8K	0.02%	510
2025 Q2	$297K	Buy	4,238 +619	+17%	+$41.1K	0.02%	514
2025 Q1	$237K	Buy	+3,619	New	+$240K	0.02%	532

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

Cornerstone Wealth Management's CWS Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its AdvisorShares Focused Equity ETF (CWS) stake by 7.2% in Q2 2026, selling an estimated $30.3K and leaving 5,761 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #545.

Cornerstone Wealth Management first reported a position in CWS in Q1 2025 and has held it in 6 quarters since. The position peaked at $433K in Q4 2025. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

Cornerstone Wealth Management held 5,761 shares of AdvisorShares Focused Equity ETF worth $393K as of Q2 2026.
Cornerstone Wealth Management sold 449 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $30.3K.
AdvisorShares Focused Equity ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #545 holding.
Cornerstone Wealth Management first reported a position in AdvisorShares Focused Equity ETF in Q1 2025 and has held it in 6 quarters since.
Cornerstone Wealth Management's AdvisorShares Focused Equity ETF position peaked at $433K in Q4 2025.
52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.