Envestnet Asset Management
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Envestnet Asset Management’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Envestnet Asset Management’s Portfolio CWS Stock Details CWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$732K Sell
10,460
-217
-2% -$15.2K ﹤0.01% 3453
2025
Q1 		$699K Buy
10,677
+1,657
+18% +$108K ﹤0.01% 3413
2024
Q4 		$584K Buy
9,020
+4,292
+91% +$278K ﹤0.01% 3498
2024
Q3 		$325K Buy
+4,728
New +$325K ﹤0.01% 3778