WS
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Wedbush Securities’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Wedbush Securities’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
2024
Q3 		– Sell
-5,318
Closed -$331K – 1135
2024
Q2 		$331K Buy
+5,318
New +$330K 0.01% 811

Other funds holding CWS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Wedbush Securities's CWS Position: Q3 2024 in Review

Wedbush Securities sold out of AdvisorShares Focused Equity ETF (CWS) in Q3 2024, closing a stake of 5,318 shares — an estimated $331K sold.

Wedbush Securities first reported a position in CWS in Q2 2024 and held it in 1 quarter. The position peaked at $331K in Q2 2024. 46 funds tracked by Wall St. Rank hold CWS as of Q3 2024.

  • Wedbush Securities reported no remaining AdvisorShares Focused Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Wedbush Securities sold 5,318 AdvisorShares Focused Equity ETF shares in Q3 2024, an estimated $331K.
  • Wedbush Securities first reported a position in AdvisorShares Focused Equity ETF in Q2 2024 and held it in 1 quarter.
  • Wedbush Securities's AdvisorShares Focused Equity ETF position peaked at $331K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q3 2024.

Based on Wedbush Securities's 13F filing for Q3 2024, filed 8 Nov 2024.