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Harvest Investment Services’s AdvisorShares Dorsey Wright FSM All Cap World ETF DWAW Stock Holding History

Harvest Investment Services’s Portfolio DWAW Stock Details DWAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,461
Closed -$380K – 296
2024
Q4 		$380K Buy
+9,461
New +$384K 0.09% 197

Other funds holding DWAW

VWS
Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harvest Investment Services's DWAW Position: Q1 2025 in Review

Harvest Investment Services sold out of AdvisorShares Dorsey Wright FSM All Cap World ETF (DWAW) in Q1 2025, closing a stake of 9,461 shares — an estimated $380K sold.

Harvest Investment Services first reported a position in DWAW in Q4 2024 and held it in 1 quarter. The position peaked at $380K in Q4 2024. 12 funds tracked by Wall St. Rank hold DWAW as of Q1 2025.

  • Harvest Investment Services reported no remaining AdvisorShares Dorsey Wright FSM All Cap World ETF position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Services sold 9,461 AdvisorShares Dorsey Wright FSM All Cap World ETF shares in Q1 2025, an estimated $380K.
  • Harvest Investment Services first reported a position in AdvisorShares Dorsey Wright FSM All Cap World ETF in Q4 2024 and held it in 1 quarter.
  • Harvest Investment Services's AdvisorShares Dorsey Wright FSM All Cap World ETF position peaked at $380K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright FSM All Cap World ETF as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.