Steward Partners Investment Advisory’s AdvisorShares Dorsey Wright FSM US Core ETF DWUS Stock Holding History

Steward Partners Investment Advisory’s Portfolio DWUS Stock Details DWUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-81	Closed	-$4.4K	–	4359
2025 Q3	$4.4K	Buy	+81	New	+$4.2K	﹤0.01%	3692

Other funds holding DWUS

VWS

Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LCM

Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's DWUS Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) in Q4 2025, closing a stake of 81 shares — an estimated $4.4K sold.

Steward Partners Investment Advisory first reported a position in DWUS in Q3 2025 and held it in 1 quarter. The position peaked at $4.4K in Q3 2025. 11 funds tracked by Wall St. Rank hold DWUS as of Q4 2025.

Steward Partners Investment Advisory reported no remaining AdvisorShares Dorsey Wright FSM US Core ETF position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 81 AdvisorShares Dorsey Wright FSM US Core ETF shares in Q4 2025, an estimated $4.4K.
Steward Partners Investment Advisory first reported a position in AdvisorShares Dorsey Wright FSM US Core ETF in Q3 2025 and held it in 1 quarter.
Steward Partners Investment Advisory's AdvisorShares Dorsey Wright FSM US Core ETF position peaked at $4.4K in Q3 2025.
11 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright FSM US Core ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.