Sigma Planning Corp
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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
Q2 		– Sell
-29,460
Closed -$1.91M – 1418
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 $62.3B AUM 44.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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

Sigma Planning Corp's CWS Position: Q2 2026 in Review

Sigma Planning Corp sold out of AdvisorShares Focused Equity ETF (CWS) in Q2 2026, closing a stake of 29,460 shares — an estimated $1.91M sold.

Sigma Planning Corp first reported a position in CWS in Q3 2025 and held it in 3 quarters. The position peaked at $1.91M in Q1 2026. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Sigma Planning Corp reported no remaining AdvisorShares Focused Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 29,460 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $1.91M.
  • Sigma Planning Corp first reported a position in AdvisorShares Focused Equity ETF in Q3 2025 and held it in 3 quarters.
  • Sigma Planning Corp's AdvisorShares Focused Equity ETF position peaked at $1.91M in Q1 2026.
  • 52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.