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Advisorshares Tr advisorshs etf shares owned by Assetmark

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

Historical chart of Assetmark investment in Advisorshares Tr advisorshs etf

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

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Quarterly reported holdings in Advisorshares Tr advisorshs etf by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 325 68.63
2025-06-30 $26k 372 70.00
2025-03-31 $13k 200 65.47
2024-12-31 $13k 200 64.77
2024-09-30 $14k 200 68.72

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Top funds holding Advisorshares Tr advisorshs etf

CIBC World Markets
Advisor Group Holdings
LPL Financial
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Stifel Financial
Cetera Investment Advisers
Trademark Financial Management
Mason & Associates
Raymond James Financial
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Kovack Advisors
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TrueWealth Advisors
Kingsman Wealth Management
Patriot Financial Group Insurance Agency

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