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

Kingswood Wealth 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
Q3 		– Sell
-30,535
Closed -$267K – 441
2023
Q2 		$267K Buy
+30,535
New +$283K 0.09% 214

Other funds holding DWSH

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kingswood Wealth Advisors's DWSH Position: Q3 2023 in Review

Kingswood Wealth Advisors sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q3 2023, closing a stake of 30,535 shares — an estimated $267K sold.

Kingswood Wealth Advisors first reported a position in DWSH in Q2 2023 and held it in 1 quarter. The position peaked at $267K in Q2 2023. 16 funds tracked by Wall St. Rank hold DWSH as of Q3 2023.

  • Kingswood Wealth Advisors reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q3 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 30,535 AdvisorShares Dorsey Wright Short ETF shares in Q3 2023, an estimated $267K.
  • Kingswood Wealth Advisors first reported a position in AdvisorShares Dorsey Wright Short ETF in Q2 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's AdvisorShares Dorsey Wright Short ETF position peaked at $267K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q3 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.