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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$897K Buy
19,998
+3,544
+22% +$160K 0.28% 56
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

ShoreHaven Wealth Partners's AFOS Position: Q3 2026 in Review

ShoreHaven Wealth Partners increased its ARS Focused Opportunity Strategy ETF (AFOS) stake by 22% in Q3 2026, buying an estimated $160K and bringing the position to 19,998 shares worth $897K. The position accounts for 0.28% of the portfolio, ranked #56.

ShoreHaven Wealth Partners first reported a position in AFOS in Q3 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold AFOS as of Q3 2026.

  • ShoreHaven Wealth Partners held 19,998 shares of ARS Focused Opportunity Strategy ETF worth $897K as of Q3 2026.
  • ShoreHaven Wealth Partners bought 3,544 ARS Focused Opportunity Strategy ETF shares in Q3 2026, an estimated $160K.
  • ARS Focused Opportunity Strategy ETF made up 0.28% of ShoreHaven Wealth Partners's portfolio in Q3 2026, its #56 holding.
  • ShoreHaven Wealth Partners first reported a position in ARS Focused Opportunity Strategy ETF in Q3 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held ARS Focused Opportunity Strategy ETF as of Q3 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.