Millstone Evans Group’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Millstone Evans 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	$533K	Sell	7,818 -265	-3%	-$17.9K	0.29%	58
2026 Q1	$523K	Sell	8,083 -143	-2%	-$9.75K	0.31%	64
2025 Q4	$565K	Sell	8,226 -1,105	-12%	-$75.8K	0.33%	55
2025 Q3	$640K	Buy	9,331 +1,424	+18%	+$98.4K	0.41%	42
2025 Q2	$554K	Buy	7,907 +100	+1%	+$6.63K	0.38%	49
2025 Q1	$511K	Hold	7,807	–	–	0.35%	57
2024 Q4	$506K	Buy	+7,807	New	+$539K	0.34%	57

Other funds holding CWS

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stone Wealth Partners Lafayette, Louisiana $137M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Millstone Evans Group's CWS Position: Q2 2026 in Review

Millstone Evans Group reduced its AdvisorShares Focused Equity ETF (CWS) stake by 3.3% in Q2 2026, selling an estimated $17.9K and leaving 7,818 shares worth $533K. The position accounts for 0.29% of the portfolio, ranked #58.

Millstone Evans Group first reported a position in CWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $640K in Q3 2025. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

Millstone Evans Group held 7,818 shares of AdvisorShares Focused Equity ETF worth $533K as of Q2 2026.
Millstone Evans Group sold 265 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $17.9K.
AdvisorShares Focused Equity ETF made up 0.29% of Millstone Evans Group's portfolio in Q2 2026, its #58 holding.
Millstone Evans Group first reported a position in AdvisorShares Focused Equity ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's AdvisorShares Focused Equity ETF position peaked at $640K in Q3 2025.
52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.