NA
AFOS

NewEdge Advisors’s ARS Focused Opportunity Strategy ETF AFOS Stock Holding History

NewEdge 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
Q1 		$7.67M Hold
212,255
– – 0.03% 531
2025
Q4 		$7.3M Buy
212,255
+227
+0.1% +$7.42K 0.03% 530
2025
Q3 		$6.5M Hold
212,028
– – 0.03% 533
2025
Q2 		$5.43M Buy
+212,028
New +$5.4M 0.03% 542

Other funds holding AFOS

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FPL
Fortress Private Ledger Raleigh, North Carolina $320M AUM 45.16% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewEdge Advisors's AFOS Position: Q1 2026 in Review

NewEdge Advisors held its ARS Focused Opportunity Strategy ETF (AFOS) position steady in Q1 2026 at 212,255 shares worth $7.67M. The position accounts for 0.03% of the portfolio, ranked #531.

NewEdge Advisors first reported a position in AFOS in Q2 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold AFOS as of Q1 2026.

  • NewEdge Advisors held 212,255 shares of ARS Focused Opportunity Strategy ETF worth $7.67M as of Q1 2026.
  • NewEdge Advisors left its ARS Focused Opportunity Strategy ETF share count unchanged in Q1 2026.
  • ARS Focused Opportunity Strategy ETF made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #531 holding.
  • NewEdge Advisors first reported a position in ARS Focused Opportunity Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held ARS Focused Opportunity Strategy ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.