Tower Research Capital (TRC)
CWS icon

Tower Research Capital (TRC)’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Tower Research Capital (TRC)’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
2023
Q2 		– Sell
-3
Closed – – 6086
2023
Q1 		$0 Buy
+3
New +$150 ﹤0.01% 5878

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Fulcrum Equity Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Zimmermann Investment Management & Planning
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
Spreng Capital Management
Spreng Capital Management Bucyrus, Ohio $281M AUM 16.59% 1-Year Est. Return
Legacy Capital Group California
Legacy Capital Group California Los Gatos, California $335M AUM 33.2% 1-Year Est. Return
Concourse Financial Group Securities
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Tower Research Capital (TRC)'s CWS Position: Q2 2023 in Review

Tower Research Capital (TRC) sold out of AdvisorShares Focused Equity ETF (CWS) in Q2 2023, closing a stake of 3 shares.

Tower Research Capital (TRC) first reported a position in CWS in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 17 funds tracked by Wall St. Rank hold CWS as of Q2 2023.

  • Tower Research Capital (TRC) reported no remaining AdvisorShares Focused Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 3 AdvisorShares Focused Equity ETF shares in Q2 2023.
  • Tower Research Capital (TRC) first reported a position in AdvisorShares Focused Equity ETF in Q1 2023 and held it in 1 quarter.
  • Tower Research Capital (TRC)'s AdvisorShares Focused Equity ETF position peaked at $0 in Q1 2023.
  • 17 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2023, filed 14 Aug 2023.