NWWA
AFOS

New Wave Wealth Advisors’s ARS Focused Opportunity Strategy ETF AFOS Stock Holding History

New Wave Wealth Advisors’s Portfolio AFOS Stock Details AFOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.67M Buy
57,273
+49,593
+646% +$2.12M 0.73% 34
2026
Q1 		$278K Buy
+7,680
New +$288K 0.1% 153

Other funds holding AFOS

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

New Wave Wealth Advisors's AFOS Position: Q2 2026 in Review

New Wave Wealth Advisors increased its ARS Focused Opportunity Strategy ETF (AFOS) stake by 646% in Q2 2026, buying an estimated $2.12M and bringing the position to 57,273 shares worth $2.67M. The position accounts for 0.73% of the portfolio, ranked #34.

New Wave Wealth Advisors first reported a position in AFOS in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold AFOS as of Q2 2026.

  • New Wave Wealth Advisors held 57,273 shares of ARS Focused Opportunity Strategy ETF worth $2.67M as of Q2 2026.
  • New Wave Wealth Advisors bought 49,593 ARS Focused Opportunity Strategy ETF shares in Q2 2026, an estimated $2.12M.
  • ARS Focused Opportunity Strategy ETF made up 0.73% of New Wave Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • New Wave Wealth Advisors first reported a position in ARS Focused Opportunity Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held ARS Focused Opportunity Strategy ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.