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 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 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

United Advisor Group's CWS Position: Q1 2026 in Review

United Advisor Group reduced its AdvisorShares Focused Equity ETF (CWS) stake by 57% in Q1 2026, selling an estimated $781K and leaving 8,527 shares worth $552K. The position accounts for 0.07% of the portfolio, ranked #264.

United Advisor Group first reported a position in CWS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.37M in Q4 2025. 56 funds tracked by Wall St. Rank hold CWS as of Q1 2026.

United Advisor Group held 8,527 shares of AdvisorShares Focused Equity ETF worth $552K as of Q1 2026.
United Advisor Group sold 11,461 AdvisorShares Focused Equity ETF shares in Q1 2026, an estimated $781K.
AdvisorShares Focused Equity ETF made up 0.07% of United Advisor Group's portfolio in Q1 2026, its #264 holding.
United Advisor Group first reported a position in AdvisorShares Focused Equity ETF in Q4 2025 and has held it in 2 quarters since.
United Advisor Group's AdvisorShares Focused Equity ETF position peaked at $1.37M in Q4 2025.
56 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.