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Patriot Financial Group Insurance Agency’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CWS Stock Details CWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$840K Hold
11,993
– – 0.1% 232
2025
Q1 		$785K Hold
11,993
– – 0.11% 219
2024
Q4 		$777K Hold
11,993
– – 0.1% 213
2024
Q3 		$824K Hold
11,993
– – 0.11% 205
2024
Q2 		$746K Hold
11,993
– – 0.11% 201
2024
Q1 		$764K Buy
+11,993
New +$764K 0.12% 187