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 Q3	$2.26M	Sell	49,681 -7,592	-13%	-$343K	0.59%	41
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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

New Wave Wealth Advisors's AFOS Position: Q3 2026 in Review

New Wave Wealth Advisors reduced its ARS Focused Opportunity Strategy ETF (AFOS) stake by 13% in Q3 2026, selling an estimated $343K and leaving 49,681 shares worth $2.26M. The position accounts for 0.59% of the portfolio, ranked #41.

New Wave Wealth Advisors first reported a position in AFOS in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.67M in Q2 2026. 4 funds tracked by Wall St. Rank hold AFOS as of Q3 2026.

New Wave Wealth Advisors held 49,681 shares of ARS Focused Opportunity Strategy ETF worth $2.26M as of Q3 2026.
New Wave Wealth Advisors sold 7,592 ARS Focused Opportunity Strategy ETF shares in Q3 2026, an estimated $343K.
ARS Focused Opportunity Strategy ETF made up 0.59% of New Wave Wealth Advisors's portfolio in Q3 2026, its #41 holding.
New Wave Wealth Advisors first reported a position in ARS Focused Opportunity Strategy ETF in Q1 2026 and has held it in 3 quarters since.
New Wave Wealth Advisors's ARS Focused Opportunity Strategy ETF position peaked at $2.67M in Q2 2026.
4 funds tracked by Wall St. Rank held ARS Focused Opportunity Strategy ETF as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.