Golden State Wealth Management’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Golden State Wealth 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
2026 Q1	$34.4K	Hold	531	–	–	﹤0.01%	778
2025 Q4	$36.5K	Buy	531 +1	+0.2%	+$69	﹤0.01%	764
2025 Q3	$36.4K	Sell	530 -20	-4%	-$1.38K	﹤0.01%	754
2025 Q2	$38.5K	Hold	550	–	–	﹤0.01%	705
2025 Q1	$36K	Buy	+550	New	+$36.4K	0.01%	663

Other funds holding CWS

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Golden State Wealth Management's CWS Position: Q1 2026 in Review

Golden State Wealth Management held its AdvisorShares Focused Equity ETF (CWS) position steady in Q1 2026 at 531 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Golden State Wealth Management first reported a position in CWS in Q1 2025 and has held it in 5 quarters since. The position peaked at $38.5K in Q2 2025. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

Golden State Wealth Management held 531 shares of AdvisorShares Focused Equity ETF worth $34.4K as of Q1 2026.
Golden State Wealth Management left its AdvisorShares Focused Equity ETF share count unchanged in Q1 2026.
AdvisorShares Focused Equity ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #778 holding.
Golden State Wealth Management first reported a position in AdvisorShares Focused Equity ETF in Q1 2025 and has held it in 5 quarters since.
Golden State Wealth Management's AdvisorShares Focused Equity ETF position peaked at $38.5K in Q2 2025.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.