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

Kingsman 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 Q3	–	Sell	-4,214	Closed	-$287K	–	85
2026 Q2	$287K	Sell	4,214 -4,925	-54%	-$333K	0.13%	62
2026 Q1	$592K	Sell	9,139 -3,053	-25%	-$208K	0.33%	38
2025 Q4	$838K	Sell	12,192 -703	-5%	-$48.2K	0.45%	35
2025 Q3	$885K	Sell	12,895 -404	-3%	-$27.9K	0.49%	33
2025 Q2	$931K	Buy	13,299 +63	+0.5%	+$4.18K	0.58%	27
2025 Q1	$867K	Buy	+13,236	New	+$877K	0.63%	28

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

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Kingsman Wealth Management's CWS Position: Q3 2026 in Review

Kingsman Wealth Management sold out of AdvisorShares Focused Equity ETF (CWS) in Q3 2026, closing a stake of 4,214 shares — an estimated $287K sold.

Kingsman Wealth Management first reported a position in CWS in Q1 2025 and held it in 6 quarters. The position peaked at $931K in Q2 2025. 19 funds tracked by Wall St. Rank hold CWS as of Q3 2026.

Kingsman Wealth Management reported no remaining AdvisorShares Focused Equity ETF position as of Q3 2026 after selling out during the quarter.
Kingsman Wealth Management sold 4,214 AdvisorShares Focused Equity ETF shares in Q3 2026, an estimated $287K.
Kingsman Wealth Management first reported a position in AdvisorShares Focused Equity ETF in Q1 2025 and held it in 6 quarters.
Kingsman Wealth Management's AdvisorShares Focused Equity ETF position peaked at $931K in Q2 2025.
19 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q3 2026.

Based on Kingsman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.