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Regatta Research & Money Management’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Regatta Research & Money 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
Q2 		$704K Buy
+10,339
New +$698K 0.67% 35

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
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
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Regatta Research & Money Management's CWS Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in AdvisorShares Focused Equity ETF (CWS) in Q2 2026: 10,339 shares worth $704K. The stake represents 0.67% of the portfolio and ranks #35 among its holdings.

36 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Regatta Research & Money Management held 10,339 shares of AdvisorShares Focused Equity ETF worth $704K as of Q2 2026.
  • AdvisorShares Focused Equity ETF was a new Regatta Research & Money Management position in Q2 2026.
  • AdvisorShares Focused Equity ETF made up 0.67% of Regatta Research & Money Management's portfolio in Q2 2026, its #35 holding.
  • 36 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.