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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LPL Financial
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CIBC World Market
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Stifel Financial
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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
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

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.