Prospera Financial Services’s Davis Select US Equity ETF DUSA Stock Holding History

Prospera Financial Services’s Portfolio DUSA Stock Details DUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-68,480	Closed	-$2.88M	–	1184
2024 Q4	$2.88M	Sell	68,480 -2,443	-3%	-$105K	0.07%	293
2024 Q3	$2.96M	Sell	70,923 -41,708	-37%	-$1.69M	0.08%	275
2024 Q2	$4.58M	Buy	112,631 +51,818	+85%	+$2.06M	0.13%	176
2024 Q1	$2.45M	Buy	+60,813	New	+$2.29M	0.07%	297

Other funds holding DUSA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prospera Financial Services's DUSA Position: Q1 2025 in Review

Prospera Financial Services sold out of Davis Select US Equity ETF (DUSA) in Q1 2025, closing a stake of 68,480 shares — an estimated $2.88M sold.

Prospera Financial Services first reported a position in DUSA in Q1 2024 and held it in 4 quarters. The position peaked at $4.58M in Q2 2024. 67 funds tracked by Wall St. Rank hold DUSA as of Q1 2025.

Prospera Financial Services reported no remaining Davis Select US Equity ETF position as of Q1 2025 after selling out during the quarter.
Prospera Financial Services sold 68,480 Davis Select US Equity ETF shares in Q1 2025, an estimated $2.88M.
Prospera Financial Services first reported a position in Davis Select US Equity ETF in Q1 2024 and held it in 4 quarters.
Prospera Financial Services's Davis Select US Equity ETF position peaked at $4.58M in Q2 2024.
67 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2025.

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