Garde Capital’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Garde Capital’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 Q3	–	Sell	-50	Closed	-$3.52K	–	381
2025 Q2	$3.52K	Hold	50	–	–	﹤0.01%	587
2025 Q1	$3.29K	Buy	+50	New	+$3.31K	﹤0.01%	573

Other funds holding CWS

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Garde Capital's CWS Position: Q3 2025 in Review

Garde Capital sold out of AdvisorShares Focused Equity ETF (CWS) in Q3 2025, closing a stake of 50 shares — an estimated $3.52K sold.

Garde Capital first reported a position in CWS in Q1 2025 and held it in 2 quarters. The position peaked at $3.52K in Q2 2025. 51 funds tracked by Wall St. Rank hold CWS as of Q3 2025.

Garde Capital reported no remaining AdvisorShares Focused Equity ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 50 AdvisorShares Focused Equity ETF shares in Q3 2025, an estimated $3.52K.
Garde Capital first reported a position in AdvisorShares Focused Equity ETF in Q1 2025 and held it in 2 quarters.
Garde Capital's AdvisorShares Focused Equity ETF position peaked at $3.52K in Q2 2025.
51 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.