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Advisorshares Tr advisorshs etf shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment 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 Perennial Investment 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $405k 5.9k 68.63
2025-06-30 $283k 4.0k 70.00

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Microsoft Corporation Call Option (MSFT)
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View all positions for Perennial Investment Advisors

Top funds holding Advisorshares Tr advisorshs etf

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

View all funds holding Advisorshares Tr advisorshs etf