CWM
CWS icon

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
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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
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

Cornerstone Wealth Management's CWS Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its AdvisorShares Focused Equity ETF (CWS) stake by 1.5% in Q1 2026, selling an estimated $6.34K and leaving 6,210 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #502.

Cornerstone Wealth Management first reported a position in CWS in Q1 2025 and has held it in 5 quarters since. The position peaked at $433K in Q4 2025. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

  • Cornerstone Wealth Management held 6,210 shares of AdvisorShares Focused Equity ETF worth $402K as of Q1 2026.
  • Cornerstone Wealth Management sold 93 AdvisorShares Focused Equity ETF shares in Q1 2026, an estimated $6.34K.
  • AdvisorShares Focused Equity ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q1 2026, its #502 holding.
  • Cornerstone Wealth Management first reported a position in AdvisorShares Focused Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Wealth Management's AdvisorShares Focused Equity ETF position peaked at $433K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.