Koshinski Asset Management’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Koshinski Asset 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
2025 Q4	–	Sell	-7,170	Closed	-$492K	–	724
2025 Q3	$492K	Sell	7,170 -10	-0.1%	-$691	0.03%	423
2025 Q2	$503K	Sell	7,180 -1,450	-17%	-$96.2K	0.04%	403
2025 Q1	$565K	Buy	8,630 +2,455	+40%	+$163K	0.05%	349
2024 Q4	$400M	Sell	6,175 -595	-9%	-$41K	0.03%	422
2024 Q3	$465K	Hold	6,770	–	–	0.04%	395
2024 Q2	$421K	Hold	6,770	–	–	0.04%	389
2024 Q1	$431K	Buy	+6,770	New	+$411K	0.04%	350

Other funds holding CWS

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Koshinski Asset Management's CWS Position: Q4 2025 in Review

Koshinski Asset Management sold out of AdvisorShares Focused Equity ETF (CWS) in Q4 2025, closing a stake of 7,170 shares — an estimated $492K sold.

Koshinski Asset Management first reported a position in CWS in Q1 2024 and held it in 7 quarters. The position peaked at $400M in Q4 2024. 53 funds tracked by Wall St. Rank hold CWS as of Q4 2025.

Koshinski Asset Management reported no remaining AdvisorShares Focused Equity ETF position as of Q4 2025 after selling out during the quarter.
Koshinski Asset Management sold 7,170 AdvisorShares Focused Equity ETF shares in Q4 2025, an estimated $492K.
Koshinski Asset Management first reported a position in AdvisorShares Focused Equity ETF in Q1 2024 and held it in 7 quarters.
Koshinski Asset Management's AdvisorShares Focused Equity ETF position peaked at $400M in Q4 2024.
53 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q4 2025.

Based on Koshinski Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.