Independent Financial Group’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

Independent Financial Group’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 Q4	–	Sell	-264,090	Closed	-$2.42M	–	971
2023 Q3	$2.42M	Buy	264,090 +231,172	+702%	+$1.96M	0.16%	141
2023 Q2	$288K	Sell	32,918 -21,980	-40%	-$203K	0.02%	656
2023 Q1	$497K	Buy	54,898 +18,367	+50%	+$161K	0.04%	457
2022 Q4	$364K	Buy	36,531 +8,095	+28%	+$81.1K	0.03%	510
2022 Q3	$316K	Buy	28,436 +15,971	+128%	+$154K	0.03%	526
2022 Q2	$131K	Buy	+12,465	New	+$118K	0.01%	666
2021 Q4	–	Sell	-77,640	Closed	-$682K	–	790
2021 Q3	$682K	Buy	+77,640	New	+$676K	0.07%	298
2020 Q4	–	Sell	-10,430	Closed	-$199K	–	579
2020 Q3	$199K	Buy	+10,430	New	+$193K	0.04%	457
2020 Q2	–	Sell	-23,788	Closed	-$846K	–	486
2020 Q1	$846K	Buy	+23,788	New	+$662K	0.25%	98

Other funds holding DWSH

KPWS

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

RJA

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

WAM

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Independent Financial Group's DWSH Position: Q4 2023 in Review

Independent Financial Group sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q4 2023, closing a stake of 264,090 shares — an estimated $2.42M sold.

Independent Financial Group first reported a position in DWSH in Q1 2020 and held it in 9 quarters. The position peaked at $2.42M in Q3 2023. 13 funds tracked by Wall St. Rank hold DWSH as of Q4 2023.

Independent Financial Group reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q4 2023 after selling out during the quarter.
Independent Financial Group sold 264,090 AdvisorShares Dorsey Wright Short ETF shares in Q4 2023, an estimated $2.42M.
Independent Financial Group first reported a position in AdvisorShares Dorsey Wright Short ETF in Q1 2020 and held it in 9 quarters.
Independent Financial Group's AdvisorShares Dorsey Wright Short ETF position peaked at $2.42M in Q3 2023.
13 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.