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 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 $61.3B AUM 39.33% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Millstone Evans Group's CWS Position: Q1 2026 in Review

Millstone Evans Group reduced its AdvisorShares Focused Equity ETF (CWS) stake by 1.7% in Q1 2026, selling an estimated $9.75K and leaving 8,083 shares worth $523K. The position accounts for 0.31% of the portfolio, ranked #64.

Millstone Evans Group first reported a position in CWS in Q4 2024 and has held it in 6 quarters since. The position peaked at $640K in Q3 2025. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

Millstone Evans Group held 8,083 shares of AdvisorShares Focused Equity ETF worth $523K as of Q1 2026.
Millstone Evans Group sold 143 AdvisorShares Focused Equity ETF shares in Q1 2026, an estimated $9.75K.
AdvisorShares Focused Equity ETF made up 0.31% of Millstone Evans Group's portfolio in Q1 2026, its #64 holding.
Millstone Evans Group first reported a position in AdvisorShares Focused Equity ETF in Q4 2024 and has held it in 6 quarters since.
Millstone Evans Group's AdvisorShares Focused Equity ETF position peaked at $640K in Q3 2025.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.