SWP
AFOS

ShoreHaven Wealth Partners’s ARS Focused Opportunity Strategy ETF AFOS Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		$768K Sell
16,454
-267
-2% -$11.4K 0.24% 61
2026
Q1 		$604K Buy
16,721
+550
+3% +$20.6K 0.22% 68
2025
Q4 		$556K Sell
16,171
-223
-1% -$7.29K 0.2% 67
2025
Q3 		$502K Buy
+16,394
New +$455K 0.19% 68

Other funds holding AFOS

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FPL
Fortress Private Ledger Raleigh, North Carolina $368M AUM 39.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

ShoreHaven Wealth Partners's AFOS Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its ARS Focused Opportunity Strategy ETF (AFOS) stake by 1.6% in Q2 2026, selling an estimated $11.4K and leaving 16,454 shares worth $768K. The position accounts for 0.24% of the portfolio, ranked #61.

ShoreHaven Wealth Partners first reported a position in AFOS in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold AFOS as of Q2 2026.

  • ShoreHaven Wealth Partners held 16,454 shares of ARS Focused Opportunity Strategy ETF worth $768K as of Q2 2026.
  • ShoreHaven Wealth Partners sold 267 ARS Focused Opportunity Strategy ETF shares in Q2 2026, an estimated $11.4K.
  • ARS Focused Opportunity Strategy ETF made up 0.24% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • ShoreHaven Wealth Partners first reported a position in ARS Focused Opportunity Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held ARS Focused Opportunity Strategy ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.