Jeff Yass’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Jeff Yass’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	$621K	Buy	9,104 +5,741	+171%	+$388K	﹤0.01%	9401
2026 Q1	$218K	Sell	3,363 -2,241	-40%	-$153K	﹤0.01%	11522
2025 Q4	$385K	Buy	+5,604	New	+$384K	﹤0.01%	9390
2025 Q1	–	Sell	-3,960	Closed	-$256K	–	12623
2024 Q4	$256K	Buy	+3,960	New	+$273K	﹤0.01%	10162
2024 Q3	–	Sell	-8,885	Closed	-$552K	–	12142
2024 Q2	$552K	Sell	8,885 -3,612	-29%	-$224K	﹤0.01%	8030
2024 Q1	$796K	Buy	+12,497	New	+$759K	﹤0.01%	7417
2023 Q4	–	Sell	-6,126	Closed	-$320K	–	12487
2023 Q3	$320K	Buy	6,126 +2,047	+50%	+$111K	﹤0.01%	9213
2023 Q2	$220K	Sell	4,079 -917	-18%	-$46.8K	﹤0.01%	10086
2023 Q1	$254K	Buy	+4,996	New	+$249K	﹤0.01%	10083
2019 Q1	–	Sell	-10,389	Closed	-$298K	–	8963
2018 Q4	$298K	Sell	10,389 -3,520	-25%	-$111K	﹤0.01%	7012
2018 Q3	$471K	Buy	13,909 +458	+3%	+$15.3K	﹤0.01%	6643
2018 Q2	$428K	Buy	13,451 +5,817	+76%	+$181K	﹤0.01%	7110
2018 Q1	$235K	Buy	+7,634	New	+$242K	﹤0.01%	8049

Other funds holding CWS

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stone Wealth Partners Lafayette, Louisiana $137M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Jeff Yass's CWS Position: Q2 2026 in Review

Jeff Yass increased its AdvisorShares Focused Equity ETF (CWS) stake by 171% in Q2 2026, buying an estimated $388K and bringing the position to 9,104 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #9401.

Jeff Yass first reported a position in CWS in Q1 2018 and has held it in 13 quarters since. The position peaked at $796K in Q1 2024. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

Jeff Yass held 9,104 shares of AdvisorShares Focused Equity ETF worth $621K as of Q2 2026.
Jeff Yass bought 5,741 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $388K.
AdvisorShares Focused Equity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9401 holding.
Jeff Yass first reported a position in AdvisorShares Focused Equity ETF in Q1 2018 and has held it in 13 quarters since.
Jeff Yass's AdvisorShares Focused Equity ETF position peaked at $796K in Q1 2024.
52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.