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Institute for Wealth Management’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Institute for 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
Q2 		$83.5K Buy
+1,224
New +$82.7K 0.01% 735

Other funds holding CWS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
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
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Institute for Wealth Management's CWS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in AdvisorShares Focused Equity ETF (CWS) in Q2 2026: 1,224 shares worth $83.5K. The stake represents 0.01% of the portfolio and ranks #735 among its holdings.

24 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Institute for Wealth Management held 1,224 shares of AdvisorShares Focused Equity ETF worth $83.5K as of Q2 2026.
  • AdvisorShares Focused Equity ETF was a new Institute for Wealth Management position in Q2 2026.
  • AdvisorShares Focused Equity ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #735 holding.
  • 24 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.