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Advisorshares Tr advisorshs etf shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion Advisors investment in Advisorshares Tr advisorshs etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advisorshares Tr advisorshs etf by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 4.0k 68.63
2025-06-30 $283k 4.0k 70.00
2025-03-31 $305k 4.7k 65.47
2024-12-31 $305k 4.7k 64.77
2024-09-30 $213k 3.1k 68.72
2024-06-30 $209k 3.3k 63.69

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NVIDIA Corporation (NVDA)
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View all positions for Compass Ion Advisors

Top funds holding Advisorshares Tr advisorshs etf

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

View all funds holding Advisorshares Tr advisorshs etf