Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-4,223
Closed -$273K – 1587
2024
Q4 		$273K Sell
4,223
-335
-7% -$23.1K ﹤0.01% 1547
2024
Q3 		$313K Buy
+4,558
New +$300K ﹤0.01% 1426

Other funds holding CWS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TFM
Trademark Financial Management Bloomington, Minnesota $204M AUM 17.01% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Portfolio Solutions's CWS Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of AdvisorShares Focused Equity ETF (CWS) in Q1 2025, closing a stake of 4,223 shares — an estimated $273K sold.

Envestnet Portfolio Solutions first reported a position in CWS in Q3 2024 and held it in 2 quarters. The position peaked at $313K in Q3 2024. 48 funds tracked by Wall St. Rank hold CWS as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining AdvisorShares Focused Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,223 AdvisorShares Focused Equity ETF shares in Q1 2025, an estimated $273K.
  • Envestnet Portfolio Solutions first reported a position in AdvisorShares Focused Equity ETF in Q3 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's AdvisorShares Focused Equity ETF position peaked at $313K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.