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Holos Integrated Wealth’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Holos Integrated 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
2026
Q2 		$68.5K Hold
1,000
– – 0.03% 138
2026
Q1 		$65.5K Buy
+1,000
New +$68.2K 0.03% 139

Other funds holding CWS

MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Holos Integrated Wealth's CWS Position: Q2 2026 in Review

Holos Integrated Wealth held its AdvisorShares Focused Equity ETF (CWS) position steady in Q2 2026 at 1,000 shares worth $68.5K. The position accounts for 0.03% of the portfolio, ranked #138.

Holos Integrated Wealth first reported a position in CWS in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Holos Integrated Wealth held 1,000 shares of AdvisorShares Focused Equity ETF worth $68.5K as of Q2 2026.
  • Holos Integrated Wealth left its AdvisorShares Focused Equity ETF share count unchanged in Q2 2026.
  • AdvisorShares Focused Equity ETF made up 0.03% of Holos Integrated Wealth's portfolio in Q2 2026, its #138 holding.
  • Holos Integrated Wealth first reported a position in AdvisorShares Focused Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.