Spire Wealth Management’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

Spire Wealth Management’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	-9,753	Closed	-$89.5K	–	2393
2023 Q3	$89.5K	Sell	9,753 -2,744	-22%	-$23.3K	﹤0.01%	983
2023 Q2	$109K	Sell	12,497 -3	-0%	-$28	﹤0.01%	943
2023 Q1	$113K	Buy	12,500 +11,500	+1,150%	+$101K	﹤0.01%	929
2022 Q4	$10K	Sell	1,000 -1,000	-50%	-$10K	﹤0.01%	1599
2022 Q3	$22K	Buy	+2,000	New	+$19.3K	﹤0.01%	1288

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

Spire Wealth Management's DWSH Position: Q4 2023 in Review

Spire Wealth Management sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q4 2023, closing a stake of 9,753 shares — an estimated $89.5K sold.

Spire Wealth Management first reported a position in DWSH in Q3 2022 and held it in 5 quarters. The position peaked at $113K in Q1 2023. 13 funds tracked by Wall St. Rank hold DWSH as of Q4 2023.

Spire Wealth Management reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 9,753 AdvisorShares Dorsey Wright Short ETF shares in Q4 2023, an estimated $89.5K.
Spire Wealth Management first reported a position in AdvisorShares Dorsey Wright Short ETF in Q3 2022 and held it in 5 quarters.
Spire Wealth Management's AdvisorShares Dorsey Wright Short ETF position peaked at $113K in Q1 2023.
13 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.