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United Advisor Group’s AdvisorShares Focused Equity ETF CWS Stock Holding History

United Advisor Group’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 		$457K Sell
6,703
-1,824
-21% -$123K 0.05% 336
2026
Q1 		$552K Sell
8,527
-11,461
-57% -$781K 0.07% 264
2025
Q4 		$1.37M Buy
+19,988
New +$1.37M 0.17% 144

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
SWP
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 $444M AUM 21.25% 1-Year Est. Return

United Advisor Group's CWS Position: Q2 2026 in Review

United Advisor Group reduced its AdvisorShares Focused Equity ETF (CWS) stake by 21% in Q2 2026, selling an estimated $123K and leaving 6,703 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #336.

United Advisor Group first reported a position in CWS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.37M in Q4 2025. 52 funds tracked by Wall St. Rank hold CWS as of Q2 2026.

  • United Advisor Group held 6,703 shares of AdvisorShares Focused Equity ETF worth $457K as of Q2 2026.
  • United Advisor Group sold 1,824 AdvisorShares Focused Equity ETF shares in Q2 2026, an estimated $123K.
  • AdvisorShares Focused Equity ETF made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #336 holding.
  • United Advisor Group first reported a position in AdvisorShares Focused Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • United Advisor Group's AdvisorShares Focused Equity ETF position peaked at $1.37M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.