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Nova Wealth Management’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Nova Wealth Management’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 		$426K Sell
6,249
-632
-9% -$42.7K 0.24% 100
2026
Q1 		$446K Sell
6,881
-873
-11% -$59.5K 0.29% 87
2025
Q4 		$533K Sell
7,754
-617
-7% -$42.3K 0.37% 74
2025
Q3 		$575K Sell
8,371
-3,379
-29% -$233K 0.4% 69
2025
Q2 		$823K Sell
11,750
-2,809
-19% -$186K 0.6% 43
2025
Q1 		$953K Sell
14,559
-3,204
-18% -$212K 0.82% 30
2024
Q4 		$1.15M Buy
+17,763
New +$1.23M 1% 29

Other funds holding CWS

SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Nova Wealth Management's CWS Position: Q2 2026 in Review

Nova Wealth Management reduced its AdvisorShares Focused Equity ETF (CWS) stake by 9.2% in Q2 2026, selling an estimated $42.7K and leaving 6,249 shares worth $426K. The position accounts for 0.24% of the portfolio, ranked #100.

Nova Wealth Management first reported a position in CWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2024. 8 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Nova Wealth Management held 6,249 shares of AdvisorShares Focused Equity ETF worth $426K as of Q2 2026.
  • Nova Wealth Management sold 632 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $42.7K.
  • AdvisorShares Focused Equity ETF made up 0.24% of Nova Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Nova Wealth Management first reported a position in AdvisorShares Focused Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's AdvisorShares Focused Equity ETF position peaked at $1.15M in Q4 2024.
  • 8 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.