SPIA
DWMC

Steward Partners Investment Advisory’s AdvisorShares Dorsey Wright Micro-Cap ETF DWMC Stock Holding History

Steward Partners Investment Advisory’s Portfolio DWMC Stock Details DWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,000
Closed -$34.1K – 7489
2021
Q1 		$34.1K Buy
+1,000
New +$34.7K ﹤0.01% 2192

Other funds holding DWMC

FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Steward Partners Investment Advisory's DWMC Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) in Q2 2021, closing a stake of 1,000 shares — an estimated $34.1K sold.

Steward Partners Investment Advisory first reported a position in DWMC in Q1 2021 and held it in 1 quarter. The position peaked at $34.1K in Q1 2021. 8 funds tracked by Wall St. Rank hold DWMC as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining AdvisorShares Dorsey Wright Micro-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 AdvisorShares Dorsey Wright Micro-Cap ETF shares in Q2 2021, an estimated $34.1K.
  • Steward Partners Investment Advisory first reported a position in AdvisorShares Dorsey Wright Micro-Cap ETF in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's AdvisorShares Dorsey Wright Micro-Cap ETF position peaked at $34.1K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Micro-Cap ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.