AE Wealth Management »

Advisorshares Tr advisorshs etf shares owned by AE Wealth Management

Quarter-by-quarter ownership of Advisorshares Tr advisorshs etf (CWS) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Advisorshares Tr advisorshs etf

Tip: Access up to 7 years of quarterly data

All positions including Advisorshares Tr advisorshs etf held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advisorshares Tr advisorshs etf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $404k 6.8k 59.48
2023-09-30 $338k 6.5k 52.17
2023-06-30 $315k 5.8k 53.95
2023-03-31 $312k 6.1k 50.85
2022-12-31 $307k 6.5k 47.55
2022-09-30 $271k 6.6k 41.10
2022-06-30 $256k 6.1k 42.12
2022-03-31 $269k 5.6k 48.23
2021-12-31 $267k 5.0k 53.26

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

View all positions for AE Wealth Management

Top funds holding Advisorshares Tr advisorshs etf

Mason & Associates
Advisor Group Holdings
Kovack Advisors
Zimmermann Investment Management & Planning
HPM Partners
Patriot Financial Group Insurance Agency
Spreng Capital Management
AE Wealth Management
Proequities
Jane Street
Iron Financial
TrueWealth Advisors
Royal Bank of Canada
Harbour Investments
CWM

View all funds holding Advisorshares Tr advisorshs etf