IWA
CWS icon

Icon Wealth Advisors’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Icon Wealth Advisors’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 		$349K Hold
5,112
– – 0.02% 319
2026
Q1 		$343K Buy
+5,112
New +$348K 0.02% 304

Other funds holding CWS

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Icon Wealth Advisors's CWS Position: Q2 2026 in Review

Icon Wealth Advisors held its AdvisorShares Focused Equity ETF (CWS) position steady in Q2 2026 at 5,112 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #319.

Icon Wealth Advisors first reported a position in CWS in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Icon Wealth Advisors held 5,112 shares of AdvisorShares Focused Equity ETF worth $349K as of Q2 2026.
  • Icon Wealth Advisors left its AdvisorShares Focused Equity ETF share count unchanged in Q2 2026.
  • AdvisorShares Focused Equity ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #319 holding.
  • Icon Wealth Advisors first reported a position in AdvisorShares Focused Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.