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

SHP 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 		– Sell
-348
Closed -$23.5K – 1963
2026
Q1 		$22.6K Hold
348
– – ﹤0.01% 696
2025
Q4 		$23.9K Buy
+348
New +$23.9K ﹤0.01% 642

Other funds holding CWS

CIBC World Market
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Cambridge Investment Research Advisors
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Mason & Associates (California)
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stone Wealth Partners
Stone Wealth Partners Lafayette, Louisiana $137M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

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

SHP Wealth Management sold out of AdvisorShares Focused Equity ETF (CWS) in Q2 2026, closing a stake of 348 shares — an estimated $23.5K sold.

SHP Wealth Management first reported a position in CWS in Q4 2025 and held it in 2 quarters. The position peaked at $23.9K in Q4 2025. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • SHP Wealth Management reported no remaining AdvisorShares Focused Equity ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 348 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $23.5K.
  • SHP Wealth Management first reported a position in AdvisorShares Focused Equity ETF in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's AdvisorShares Focused Equity ETF position peaked at $23.9K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.