IFP Advisors’s AdvisorShares Focused Equity ETF CWS Stock Holding History

IFP 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
2025 Q3	–	Sell	-47	Closed	-$3.29K	–	4857
2025 Q2	$3.29K	Buy	+47	New	+$3.12K	﹤0.01%	3649
2019 Q4	–	Sell	-60	Closed	-$2K	–	2882
2019 Q3	$2K	Buy	+60	New	+$2.1K	﹤0.01%	2671
2019 Q1	–	Sell	-100	Closed	-$3K	–	2573
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	3021
2018 Q3	$3K	Sell	100 -775	-89%	-$25.8K	﹤0.01%	3397
2018 Q2	$28K	Sell	875 -500	-36%	-$15.6K	﹤0.01%	2262
2018 Q1	$43K	Hold	1,375	–	–	﹤0.01%	1902
2017 Q4	$43K	Buy	1,375 +1,315	+2,192%	+$39.7K	﹤0.01%	1923
2017 Q3	$2K	Hold	60	–	–	﹤0.01%	3729
2017 Q2	$2K	Hold	60	–	–	﹤0.01%	3713
2017 Q1	$2K	Buy	+60	New	+$1.63K	﹤0.01%	3634

Other funds holding CWS

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

TFM

Trademark Financial Management Bloomington, Minnesota $204M AUM 17.01% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

IFP Advisors's CWS Position: Q3 2025 in Review

IFP Advisors sold out of AdvisorShares Focused Equity ETF (CWS) in Q3 2025, closing a stake of 47 shares — an estimated $3.29K sold.

IFP Advisors first reported a position in CWS in Q1 2017 and held it in 10 quarters. The position peaked at $43K in Q1 2018. 51 funds tracked by Wall St. Rank hold CWS as of Q3 2025.

IFP Advisors reported no remaining AdvisorShares Focused Equity ETF position as of Q3 2025 after selling out during the quarter.
IFP Advisors sold 47 AdvisorShares Focused Equity ETF shares in Q3 2025, an estimated $3.29K.
IFP Advisors first reported a position in AdvisorShares Focused Equity ETF in Q1 2017 and held it in 10 quarters.
IFP Advisors's AdvisorShares Focused Equity ETF position peaked at $43K in Q1 2018.
51 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.