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Global Assets Advisory’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Global Assets Advisory’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
Q4 		– Sell
-2,983
Closed -$205K – 287
2025
Q3 		$205K Buy
+2,983
New +$206K 0.06% 270

Other funds holding CWS

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM

Global Assets Advisory's CWS Position: Q4 2025 in Review

Global Assets Advisory sold out of AdvisorShares Focused Equity ETF (CWS) in Q4 2025, closing a stake of 2,983 shares — an estimated $205K sold.

Global Assets Advisory first reported a position in CWS in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 53 funds tracked by Wall St. Rank hold CWS as of Q4 2025.

  • Global Assets Advisory reported no remaining AdvisorShares Focused Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Global Assets Advisory sold 2,983 AdvisorShares Focused Equity ETF shares in Q4 2025, an estimated $205K.
  • Global Assets Advisory first reported a position in AdvisorShares Focused Equity ETF in Q3 2025 and held it in 1 quarter.
  • Global Assets Advisory's AdvisorShares Focused Equity ETF position peaked at $205K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q4 2025.

Based on Global Assets Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.