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Larson Financial Group’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Larson Financial Group’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 		– Sell
-167
Closed -$10.8K – 3811
2026
Q1 		$10.8K Buy
+167
New +$11.4K ﹤0.01% 2202

Other funds holding CWS

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Larson Financial Group's CWS Position: Q2 2026 in Review

Larson Financial Group sold out of AdvisorShares Focused Equity ETF (CWS) in Q2 2026, closing a stake of 167 shares — an estimated $10.8K sold.

Larson Financial Group first reported a position in CWS in Q1 2026 and held it in 1 quarter. The position peaked at $10.8K in Q1 2026. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Larson Financial Group reported no remaining AdvisorShares Focused Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 167 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $10.8K.
  • Larson Financial Group first reported a position in AdvisorShares Focused Equity ETF in Q1 2026 and held it in 1 quarter.
  • Larson Financial Group's AdvisorShares Focused Equity ETF position peaked at $10.8K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

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