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Fulcrum Equity Management’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Fulcrum Equity 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
2023
Q3 		– Sell
-27,885
Closed -$1.5M – 99
2023
Q2 		$1.5M Buy
+27,885
New +$1.42M 1.74% 13

Other funds holding CWS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fulcrum Equity Management's CWS Position: Q3 2023 in Review

Fulcrum Equity Management sold out of AdvisorShares Focused Equity ETF (CWS) in Q3 2023, closing a stake of 27,885 shares — an estimated $1.5M sold.

Fulcrum Equity Management first reported a position in CWS in Q2 2023 and held it in 1 quarter. The position peaked at $1.5M in Q2 2023. 17 funds tracked by Wall St. Rank hold CWS as of Q3 2023.

  • Fulcrum Equity Management reported no remaining AdvisorShares Focused Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Fulcrum Equity Management sold 27,885 AdvisorShares Focused Equity ETF shares in Q3 2023, an estimated $1.5M.
  • Fulcrum Equity Management first reported a position in AdvisorShares Focused Equity ETF in Q2 2023 and held it in 1 quarter.
  • Fulcrum Equity Management's AdvisorShares Focused Equity ETF position peaked at $1.5M in Q2 2023.
  • 17 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q3 2023.

Based on Fulcrum Equity Management's 13F filing for Q3 2023, filed 13 Nov 2023.