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 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

SWP

Stone Wealth Partners Lafayette, Louisiana $137M AUM

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Kingsman Wealth Management's CWS Position: Q1 2026 in Review

Kingsman Wealth Management reduced its AdvisorShares Focused Equity ETF (CWS) stake by 25% in Q1 2026, selling an estimated $208K and leaving 9,139 shares worth $592K. The position accounts for 0.33% of the portfolio, ranked #38.

Kingsman Wealth Management first reported a position in CWS in Q1 2025 and has held it in 5 quarters since. The position peaked at $931K in Q2 2025. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

Kingsman Wealth Management held 9,139 shares of AdvisorShares Focused Equity ETF worth $592K as of Q1 2026.
Kingsman Wealth Management sold 3,053 AdvisorShares Focused Equity ETF shares in Q1 2026, an estimated $208K.
AdvisorShares Focused Equity ETF made up 0.33% of Kingsman Wealth Management's portfolio in Q1 2026, its #38 holding.
Kingsman Wealth Management first reported a position in AdvisorShares Focused Equity ETF in Q1 2025 and has held it in 5 quarters since.
Kingsman Wealth Management's AdvisorShares Focused Equity ETF position peaked at $931K in Q2 2025.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Kingsman Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.