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James Investment Research’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

James Investment Research’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
Q2 		– Sell
-674
Closed -$6K – 343
2023
Q1 		$6K Buy
+674
New +$5.91K ﹤0.01% 491

Other funds holding DWSH

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

James Investment Research's DWSH Position: Q2 2023 in Review

James Investment Research sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q2 2023, closing a stake of 674 shares — an estimated $6K sold.

James Investment Research first reported a position in DWSH in Q1 2023 and held it in 1 quarter. The position peaked at $6K in Q1 2023. 15 funds tracked by Wall St. Rank hold DWSH as of Q2 2023.

  • James Investment Research reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 674 AdvisorShares Dorsey Wright Short ETF shares in Q2 2023, an estimated $6K.
  • James Investment Research first reported a position in AdvisorShares Dorsey Wright Short ETF in Q1 2023 and held it in 1 quarter.
  • James Investment Research's AdvisorShares Dorsey Wright Short ETF position peaked at $6K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.