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

Merit 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
-3,833
Closed -$248K – 2379
2026
Q1 		$248K Sell
3,833
-4,985
-57% -$340K ﹤0.01% 1778
2025
Q4 		$606K Sell
8,818
-7,898
-47% -$542K ﹤0.01% 1190
2025
Q3 		$1.15M Buy
16,716
+2,257
+16% +$156K 0.01% 797
2025
Q2 		$1.01M Sell
14,459
-5,246
-27% -$348K 0.01% 782
2025
Q1 		$1.29M Buy
19,705
+3,689
+23% +$244K 0.02% 562
2024
Q4 		$1.04M Buy
+16,016
New +$1.1M 0.02% 500

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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Mason & Associates (California)
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
Stone Wealth Partners
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 $445M AUM 13.38% 1-Year Est. Return

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

Merit Financial Group sold out of AdvisorShares Focused Equity ETF (CWS) in Q2 2026, closing a stake of 3,833 shares — an estimated $248K sold.

Merit Financial Group first reported a position in CWS in Q4 2024 and held it in 6 quarters. The position peaked at $1.29M in Q1 2025. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Merit Financial Group reported no remaining AdvisorShares Focused Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 3,833 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $248K.
  • Merit Financial Group first reported a position in AdvisorShares Focused Equity ETF in Q4 2024 and held it in 6 quarters.
  • Merit Financial Group's AdvisorShares Focused Equity ETF position peaked at $1.29M in Q1 2025.
  • 52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.