Focus Partners Wealth
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Focus Partners Wealth’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Focus Partners Wealth’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
2024
Q4 		– Sell
-178,253
Closed -$3.98M – 1919
2024
Q3 		$3.98M Buy
+178,253
New +$11.7M 0.01% 614

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Mason & Associates (California)
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Cetera Investment Advisers
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Kovack Advisors
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Thrivent Financial for Lutherans
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GC Wealth Management RIA
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Focus Partners Wealth's CWS Position: Q4 2024 in Review

Focus Partners Wealth sold out of AdvisorShares Focused Equity ETF (CWS) in Q4 2024, closing a stake of 178,253 shares — an estimated $3.98M sold.

Focus Partners Wealth first reported a position in CWS in Q3 2024 and held it in 1 quarter. The position peaked at $3.98M in Q3 2024. 47 funds tracked by Wall St. Rank hold CWS as of Q4 2024.

  • Focus Partners Wealth reported no remaining AdvisorShares Focused Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 178,253 AdvisorShares Focused Equity ETF shares in Q4 2024, an estimated $3.98M.
  • Focus Partners Wealth first reported a position in AdvisorShares Focused Equity ETF in Q3 2024 and held it in 1 quarter.
  • Focus Partners Wealth's AdvisorShares Focused Equity ETF position peaked at $3.98M in Q3 2024.
  • 47 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.