AE Wealth Management LLC

Position in CWS — AdvisorShares Focused Equity ETF

CIK 1697723 TOPEKA, KS

Back to CWS Full portfolio

All Filings in CWS

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 CWS	$338,640	5,229	-3.2%	Shares	Sole	2026-05-13
2025-12-31 CWS	$371,205	5,401	-0.6%	Shares	Sole	2026-01-26
2025-09-30 CWS	$372,872	5,433	-7.7%	Shares	Sole	2025-11-03
2025-06-30 CWS	$411,903	5,884	-3.6%	Shares	Sole	2025-08-06
2025-03-31 CWS	$399,563	6,103	-6.7%	Shares	Sole	2025-05-06
2024-12-31 CWS	$423,466	6,538	+0.2%	Shares	Sole	2025-02-13
2024-09-30 CWS	$448,502	6,527	-0.3%	Shares	Sole	2024-11-14
2024-06-30 CWS	$406,889	6,545	-2.0%	Shares	Sole	2024-08-12
2024-03-31 CWS	$425,194	6,676	-1.7%	Shares	Sole	2024-05-15
2023-12-31 CWS	$402,901	6,792	+4.7%	Shares	Sole	2024-02-14
2023-09-30 CWS	$338,426	6,487	+11.1%	Shares	Sole	2023-10-11
2023-06-30 CWS	$315,068	5,840	-4.9%	Shares	Sole	2023-07-10
2023-03-31 CWS	$312,332	6,142	-4.9%	Shares	Sole	2023-04-14
2022-12-31 CWS	$307,090	6,458	-2.1%	Shares	Sole	2023-01-31
2022-09-30 CWS	$271,006	6,594	+8.5%	Shares	Sole	2022-10-25
2022-06-30 CWS	$255,713	6,078	+9.0%	Shares	Sole	2022-08-03
2022-03-31 CWS	$269,244	5,578	+11.3%	Shares	Sole	2022-04-18
2021-12-31 CWS	$267,448	5,013	—	Shares	Sole	2022-01-20
No filing history on record for this holder in this stock.