MSOS β€” ADVISORSHARES PURE US CANN

Ownership history in Edge Wealth Management LLC  Β·  9 quarters on record

AI Ownership Summary

Edge Wealth Management LLC reported ADVISORSHARES PURE US CANN (MSOS) in 9 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows MSOS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Edge Wealth Management LLC's position in ADVISORSHARES PURE US CANN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MSOS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Edge Wealth Management LLC held MSOS β€” position size vs. price
% of Fund (quarterly)    MSOS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 11,100 β€” 0% 0.01% $53K 2025-10-14 $5.10
2025 Q2 UNCHANGED 11,100 β€” 0% 0.01% $27K 2025-07-14 $2.84
2025 Q1 UNCHANGED 11,100 β€” 0% 0.01% $29K 2025-04-11 $2.23
2024 Q4 ADDED 11,100 +8,866 +396.9% 0.01% $42K 2025-01-15 $3.43
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Edge Wealth Management LLC and MSOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Edge Wealth Management LLC reported owning MSOS?

Edge Wealth Management LLC reported MSOS across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported MSOS position in Edge Wealth Management LLC's portfolio?

The largest reported portfolio weight for MSOS was 0.01% in 2025 Q3.

What is the latest reported MSOS position on this page?

The most recent filing on this page is 2025 Q3, when Edge Wealth Management LLC reported 11,100 shares, equal to 0.01% of portfolio, with an estimated market value of $53K.

What does the chart on this MSOS ownership page compare?

The chart compares Edge Wealth Management LLC's quarterly MSOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Edge Wealth Management LLC Holdings