IFP Advisors’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

IFP Advisors’s Portfolio DWSH Stock Details DWSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,399	Closed	-$339K	–	3648
2022 Q4	$339K	Sell	13,399 -3,994	-23%	-$40K	0.01%	1081
2022 Q3	$435K	Sell	17,393 -9,365	-35%	-$90.3K	0.01%	992
2022 Q2	$670K	Hold	26,758	–	–	0.02%	716
2022 Q1	$670K	Buy	+26,758	New	+$229K	0.02%	716
2021 Q4	–	Sell	-28,670	Closed	-$252K	–	3403
2021 Q3	$252K	Buy	+28,670	New	+$250K	0.01%	839
2020 Q3	–	Sell	-25,098	Closed	-$464K	–	2872
2020 Q2	$493K	Buy	+25,098	New	+$624K	0.04%	420

Other funds holding DWSH

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IFP Advisors's DWSH Position: Q1 2023 in Review

IFP Advisors sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q1 2023, closing a stake of 13,399 shares — an estimated $339K sold.

IFP Advisors first reported a position in DWSH in Q2 2020 and held it in 6 quarters. The position peaked at $670K in Q2 2022. 18 funds tracked by Wall St. Rank hold DWSH as of Q1 2023.

IFP Advisors reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 13,399 AdvisorShares Dorsey Wright Short ETF shares in Q1 2023, an estimated $339K.
IFP Advisors first reported a position in AdvisorShares Dorsey Wright Short ETF in Q2 2020 and held it in 6 quarters.
IFP Advisors's AdvisorShares Dorsey Wright Short ETF position peaked at $670K in Q2 2022.
18 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.