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Advisorshares Tr advisorshs etf shares owned by Golden State Wealth Management

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

Historical chart of Golden State 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 Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisorshares Tr advisorshs etf by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 530 68.63
2025-06-30 $39k 550 70.00
2025-03-31 $36k 550 65.47

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

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