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 Q1	$343K	Buy	+5,112	New	+$348K	0.02%	304

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

Icon Wealth Advisors's CWS Position: Q1 2026 in Review

Icon Wealth Advisors opened a new position in AdvisorShares Focused Equity ETF (CWS) in Q1 2026: 5,112 shares worth $343K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings.

56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

Icon Wealth Advisors held 5,112 shares of AdvisorShares Focused Equity ETF worth $343K as of Q1 2026.
AdvisorShares Focused Equity ETF was a new Icon Wealth Advisors position in Q1 2026.
AdvisorShares Focused Equity ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #304 holding.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.