Integrated Advisors Network’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Integrated Advisors Network’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 Q3	$495K	Hold	7,442	–	–	0.02%	466
2026 Q2	$507K	Sell	7,442 -2,223	-23%	-$150K	0.02%	458
2026 Q1	$626K	Sell	9,665 -1,345	-12%	-$91.7K	0.03%	418
2025 Q4	$757K	Sell	11,010 -40	-0.4%	-$2.74K	0.03%	396
2025 Q3	$758K	Sell	11,050 -195	-2%	-$13.5K	0.03%	424
2025 Q2	$787K	Buy	11,245 +824	+8%	+$54.7K	0.04%	404
2025 Q1	$682K	Buy	10,421 +83	+0.8%	+$5.5K	0.03%	390
2024 Q4	$670K	Sell	10,338 -107	-1%	-$7.38K	0.03%	385
2024 Q3	$718K	Buy	10,445 +189	+2%	+$12.4K	0.03%	383
2024 Q2	$638K	Buy	10,256 +14	+0.1%	+$869	0.03%	390
2024 Q1	$652K	Buy	+10,242	New	+$622K	0.03%	400

Other funds holding CWS

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Stone Wealth Partners Lafayette, Louisiana $287M AUM 42.53% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Integrated Advisors Network's CWS Position: Q3 2026 in Review

Integrated Advisors Network held its AdvisorShares Focused Equity ETF (CWS) position steady in Q3 2026 at 7,442 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #466.

Integrated Advisors Network first reported a position in CWS in Q1 2024 and has held it in 11 quarters since. The position peaked at $787K in Q2 2025. 19 funds tracked by Wall St. Rank hold CWS as of Q3 2026.

Integrated Advisors Network held 7,442 shares of AdvisorShares Focused Equity ETF worth $495K as of Q3 2026.
Integrated Advisors Network left its AdvisorShares Focused Equity ETF share count unchanged in Q3 2026.
AdvisorShares Focused Equity ETF made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #466 holding.
Integrated Advisors Network first reported a position in AdvisorShares Focused Equity ETF in Q1 2024 and has held it in 11 quarters since.
Integrated Advisors Network's AdvisorShares Focused Equity ETF position peaked at $787K in Q2 2025.
19 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.