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Northwest Financial Advisors’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-58
Closed -$3.98K – 197
2024
Q3 		$3.98K Buy
+58
New +$3.81K ﹤0.01% 459

Other funds holding CWS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Northwest Financial Advisors's CWS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of AdvisorShares Focused Equity ETF (CWS) in Q4 2024, closing a stake of 58 shares — an estimated $3.98K sold.

Northwest Financial Advisors first reported a position in CWS in Q3 2024 and held it in 1 quarter. The position peaked at $3.98K in Q3 2024. 47 funds tracked by Wall St. Rank hold CWS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining AdvisorShares Focused Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 58 AdvisorShares Focused Equity ETF shares in Q4 2024, an estimated $3.98K.
  • Northwest Financial Advisors first reported a position in AdvisorShares Focused Equity ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's AdvisorShares Focused Equity ETF position peaked at $3.98K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.