John Overdeck’s AdvisorShares Focused Equity ETF CWS Stock Holding History

John Overdeck’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	-11,100	Closed	-$777K	–	3695
2025 Q2	$777K	Hold	11,100	–	–	﹤0.01%	2375
2025 Q1	$727K	Buy	+11,100	New	+$735K	﹤0.01%	2345

Other funds holding CWS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

TFM

Trademark Financial Management Bloomington, Minnesota $244M AUM 22.47% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GWMR

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

John Overdeck's CWS Position: Q3 2025 in Review

John Overdeck sold out of AdvisorShares Focused Equity ETF (CWS) in Q3 2025, closing a stake of 11,100 shares — an estimated $777K sold.

John Overdeck first reported a position in CWS in Q1 2025 and held it in 2 quarters. The position peaked at $777K in Q2 2025. 51 funds tracked by Wall St. Rank hold CWS as of Q3 2025.

John Overdeck reported no remaining AdvisorShares Focused Equity ETF position as of Q3 2025 after selling out during the quarter.
John Overdeck sold 11,100 AdvisorShares Focused Equity ETF shares in Q3 2025, an estimated $777K.
John Overdeck first reported a position in AdvisorShares Focused Equity ETF in Q1 2025 and held it in 2 quarters.
John Overdeck's AdvisorShares Focused Equity ETF position peaked at $777K in Q2 2025.
51 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.