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Advisorshares Tr advisorshs etf shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management investment in Advisorshares Tr advisorshs etf

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All positions including Advisorshares Tr advisorshs etf held by Trademark Financial 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 58k 68.63
2025-06-30 $4.5M 65k 70.00
2025-03-31 $1.5M 23k 65.47
2024-12-31 $598k 9.2k 64.77

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Internatnal Val (DFIV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard World Esg Us Stk Etf (ESGV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Gold Tr Ishares New (IAU)
Advisorshares Tr Advisorshs Etf (CWS)

View all positions for Trademark Financial 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