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CWS icon

NewEdge Advisors’s AdvisorShares Focused Equity ETF CWS Stock Holding History

NewEdge Advisors’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 		$34.1K Hold
500
– – ﹤0.01% 3215
2026
Q1 		$32.4K Hold
500
– – ﹤0.01% 3053
2025
Q4 		$34.4K Hold
500
– – ﹤0.01% 3078
2025
Q3 		$34.3K Hold
500
– – ﹤0.01% 2947
2025
Q2 		$35K Hold
500
– – ﹤0.01% 2770
2025
Q1 		$32.7K Buy
500
+100
+25% +$6.62K ﹤0.01% 2688
2024
Q4 		$25.9K Buy
400
+200
+100% +$13.8K ﹤0.01% 2730
2024
Q3 		$13.7K Hold
200
– – ﹤0.01% 2845
2024
Q2 		$12.4K Hold
200
– – ﹤0.01% 2776
2024
Q1 		$12.7K Hold
200
– – ﹤0.01% 2789
2023
Q4 		$11.9K Hold
200
– – ﹤0.01% 2773
2023
Q3 		$10.4K Hold
200
– – ﹤0.01% 2564
2023
Q2 		$10.8K Hold
200
– – ﹤0.01% 2575
2023
Q1 		$10.2K Buy
+200
New +$9.97K ﹤0.01% 2564

Other funds holding CWS

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

NewEdge Advisors's CWS Position: Q2 2026 in Review

NewEdge Advisors held its AdvisorShares Focused Equity ETF (CWS) position steady in Q2 2026 at 500 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

NewEdge Advisors first reported a position in CWS in Q1 2023 and has held it in 14 quarters since. The position peaked at $35K in Q2 2025. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • NewEdge Advisors held 500 shares of AdvisorShares Focused Equity ETF worth $34.1K as of Q2 2026.
  • NewEdge Advisors left its AdvisorShares Focused Equity ETF share count unchanged in Q2 2026.
  • AdvisorShares Focused Equity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3215 holding.
  • NewEdge Advisors first reported a position in AdvisorShares Focused Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • NewEdge Advisors's AdvisorShares Focused Equity ETF position peaked at $35K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.