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Stone Wealth Partners’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Stone Wealth Partners’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 		$2.23M Sell
32,647
-397
-1% -$26.8K 1.63% 21
2026
Q1 		$2.14M Sell
33,044
-837
-2% -$57.1K 1.92% 17
2025
Q4 		$2.33M Buy
+33,881
New +$2.32M 2.07% 16

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAC
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Stone Wealth Partners's CWS Position: Q2 2026 in Review

Stone Wealth Partners reduced its AdvisorShares Focused Equity ETF (CWS) stake by 1.2% in Q2 2026, selling an estimated $26.8K and leaving 32,647 shares worth $2.23M. The position accounts for 1.63% of the portfolio, ranked #21.

Stone Wealth Partners first reported a position in CWS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.33M in Q4 2025. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • Stone Wealth Partners held 32,647 shares of AdvisorShares Focused Equity ETF worth $2.23M as of Q2 2026.
  • Stone Wealth Partners sold 397 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $26.8K.
  • AdvisorShares Focused Equity ETF made up 1.63% of Stone Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Stone Wealth Partners first reported a position in AdvisorShares Focused Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Stone Wealth Partners's AdvisorShares Focused Equity ETF position peaked at $2.33M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on Stone Wealth Partners's 13F filing for Q2 2026, filed 16 Jul 2026.