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Sigma Planning Corp’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Sigma Planning Corp’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 		$1.91M Buy
29,460
+10,484
+55% +$715K 0.05% 343
2025
Q4 		$1.31M Buy
18,976
+15,481
+443% +$1.06M 0.04% 447
2025
Q3 		$240K Buy
+3,495
New +$241K 0.01% 1139

Other funds holding CWS

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sigma Planning Corp's CWS Position: Q1 2026 in Review

Sigma Planning Corp increased its AdvisorShares Focused Equity ETF (CWS) stake by 55% in Q1 2026, buying an estimated $715K and bringing the position to 29,460 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #343.

Sigma Planning Corp first reported a position in CWS in Q3 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

  • Sigma Planning Corp held 29,460 shares of AdvisorShares Focused Equity ETF worth $1.91M as of Q1 2026.
  • Sigma Planning Corp bought 10,484 AdvisorShares Focused Equity ETF shares in Q1 2026, an estimated $715K.
  • AdvisorShares Focused Equity ETF made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #343 holding.
  • Sigma Planning Corp first reported a position in AdvisorShares Focused Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.