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CWS Financial Advisors, LLCETFConcentrated long-term

CIK: 0001802459 | KALAMAZOO, MI

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR171$454.1M2026-10-16SEC ↗
Q2 2026
13F-HR171$450.6M2026-07-30SEC ↗
Q1 2026
13F-HR157$390.3M2026-04-27SEC ↗
Q4 2025
13F-HR150$368.3M2026-02-06SEC ↗
Q3 2025
13F-HR140$360.3M2025-11-04SEC ↗
Q2 2025
13F-HR136$343.7M2025-08-08SEC ↗
Q1 2025
13F-HR128$316.7M2025-05-14SEC ↗
Q4 2024
13F-HR126$308.9M2025-02-04SEC ↗
Q3 2024
13F-HR121$282.3M2024-11-14SEC ↗
Q2 2024
13F-HR106$254.2M2024-07-31SEC ↗
Q1 2024
13F-HR106$244.1M2024-05-01SEC ↗
Q4 2023
13F-HR144$266.5M2024-02-08SEC ↗
Q3 2023
13F-HR173$249.4M2023-11-14SEC ↗
Q2 2023
13F-HR150$263.7M2023-08-14SEC ↗
Q1 2023
13F-HR142$251.4M2023-05-09SEC ↗
Q4 2022
13F-HR141$232.0M2023-02-10SEC ↗
Q3 2022
13F-HR135$6.8M2022-11-09SEC ↗
Q2 2022
13F-HR163$5.7M2022-08-08SEC ↗
Q1 2022
13F-HR153$4.5M2022-05-03SEC ↗
Q4 2021
13F-HR151$4.2M2022-02-15SEC ↗
Q2 2021
13F-HR145$3.8M2021-08-06SEC ↗
Q1 2021
13F-HR141$3.6M2021-05-13SEC ↗
Q4 2020
13F-HR136$2.9M2021-02-12SEC ↗
Q3 2020
13F-HR124$2.5M2020-11-10SEC ↗
Q2 2020
13F-HR119$2.0M2020-08-11SEC ↗
Q1 2020
13F-HR124$135.1K2020-04-02SEC ↗
Q4 2019
13F-HR124$2.5M2020-02-14SEC ↗