Zimmermann Investment Management & Planning’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Zimmermann Investment Management & Planning’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 Q4	–	Sell	-20,986	Closed	-$1.44M	–	32
2024 Q3	$1.44M	Sell	20,986 -1,178	-5%	-$77.5K	0.44%	55
2024 Q2	$1.38M	Buy	22,164 +1,107	+5%	+$68.7K	0.46%	51
2024 Q1	$1.34M	Sell	21,057 -537	-2%	-$32.6K	0.48%	53
2023 Q4	$1.28M	Buy	21,594 +1,254	+6%	+$67.5K	0.52%	41
2023 Q3	$1.06M	Buy	20,340 +8,695	+75%	+$472K	0.51%	48
2023 Q2	$628K	Buy	+11,645	New	+$594K	0.29%	54

Other funds holding CWS

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Zimmermann Investment Management & Planning's CWS Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of AdvisorShares Focused Equity ETF (CWS) in Q4 2024, closing a stake of 20,986 shares — an estimated $1.44M sold.

Zimmermann Investment Management & Planning first reported a position in CWS in Q2 2023 and held it in 6 quarters. The position peaked at $1.44M in Q3 2024. 47 funds tracked by Wall St. Rank hold CWS as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining AdvisorShares Focused Equity ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 20,986 AdvisorShares Focused Equity ETF shares in Q4 2024, an estimated $1.44M.
Zimmermann Investment Management & Planning first reported a position in AdvisorShares Focused Equity ETF in Q2 2023 and held it in 6 quarters.
Zimmermann Investment Management & Planning's AdvisorShares Focused Equity ETF position peaked at $1.44M in Q3 2024.
47 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.