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 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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

SWP

Stone Wealth Partners Lafayette, Louisiana $137M AUM

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

SHP Wealth Management's CWS Position: Q1 2026 in Review

SHP Wealth Management held its AdvisorShares Focused Equity ETF (CWS) position steady in Q1 2026 at 348 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

SHP Wealth Management first reported a position in CWS in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.9K in Q4 2025. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

SHP Wealth Management held 348 shares of AdvisorShares Focused Equity ETF worth $22.6K as of Q1 2026.
SHP Wealth Management left its AdvisorShares Focused Equity ETF share count unchanged in Q1 2026.
AdvisorShares Focused Equity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #696 holding.
SHP Wealth Management first reported a position in AdvisorShares Focused Equity ETF in Q4 2025 and has held it in 2 quarters since.
SHP Wealth Management's AdvisorShares Focused Equity ETF position peaked at $23.9K in Q4 2025.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.