Sunbelt Securities’s AdvisorShares Dorsey Wright Short ETF DWSH Stock Holding History

Sunbelt Securities’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
2024 Q2	–	Sell	-4,262	Closed	-$29.8K	–	1777
2024 Q1	$29.8K	Hold	4,262	–	–	﹤0.01%	999
2023 Q4	$30K	Buy	+4,262	New	+$38.5K	﹤0.01%	922

Other funds holding DWSH

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sunbelt Securities's DWSH Position: Q2 2024 in Review

Sunbelt Securities sold out of AdvisorShares Dorsey Wright Short ETF (DWSH) in Q2 2024, closing a stake of 4,262 shares — an estimated $29.8K sold.

Sunbelt Securities first reported a position in DWSH in Q4 2023 and held it in 2 quarters. The position peaked at $30K in Q4 2023. 9 funds tracked by Wall St. Rank hold DWSH as of Q2 2024.

Sunbelt Securities reported no remaining AdvisorShares Dorsey Wright Short ETF position as of Q2 2024 after selling out during the quarter.
Sunbelt Securities sold 4,262 AdvisorShares Dorsey Wright Short ETF shares in Q2 2024, an estimated $29.8K.
Sunbelt Securities first reported a position in AdvisorShares Dorsey Wright Short ETF in Q4 2023 and held it in 2 quarters.
Sunbelt Securities's AdvisorShares Dorsey Wright Short ETF position peaked at $30K in Q4 2023.
9 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Short ETF as of Q2 2024.

Based on Sunbelt Securities's 13F filing for Q2 2024, filed 16 Aug 2024.