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Advisorshares Tr advisorshs etf shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Advisorshares Tr advisorshs etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advisorshares Tr advisorshs etf by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $66k 1.0k 65.50

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Advisorshares Tr advisorshs etf

CIBC World Markets
Advisor Group Holdings
LPL Financial
Kestra Advisory Services
Stifel Financial
Cetera Investment Advisers
Raymond James Financial
Cambridge Investment Research Advisors
Mason & Associates
Stone Wealth Partners
Trademark Financial Management
United Advisor Group
Catalytic Wealth RIA
Sigma Planning
TrueWealth Advisors

View all funds holding Advisorshares Tr advisorshs etf