UBS Group’s AdvisorShares Dorsey Wright Alpha Equal Weight ETF DWEQ Stock Holding History

UBS Group’s Portfolio DWEQ Stock Details DWEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-541	Closed	-$10.4K	–	11230
2022 Q4	$10.4K	Buy	541 +81	+18%	+$1.6K	﹤0.01%	8509
2022 Q3	$9K	Sell	460 -764	-62%	-$16.1K	﹤0.01%	8654
2022 Q2	$25K	Hold	1,224	–	–	﹤0.01%	6629
2022 Q1	$30K	Sell	1,224 -369	-23%	-$8.93K	﹤0.01%	7018
2021 Q4	$45K	Buy	1,593 +1,501	+1,632%	+$43.1K	﹤0.01%	7020
2021 Q3	$2K	Sell	92 -948	-91%	-$25.9K	﹤0.01%	9048
2021 Q2	$29K	Buy	+1,040	New	+$29K	﹤0.01%	6988
2020 Q4	–	Sell	-179	Closed	-$4K	–	8937
2020 Q3	$4K	Buy	+179	New	+$4.04K	﹤0.01%	7470
2020 Q2	–	Sell	-888	Closed	-$16K	–	8509
2020 Q1	$16K	Buy	+888	New	+$21.4K	﹤0.01%	6654

Other funds holding DWEQ

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's DWEQ Position: Q1 2023 in Review

UBS Group sold out of AdvisorShares Dorsey Wright Alpha Equal Weight ETF (DWEQ) in Q1 2023, closing a stake of 541 shares — an estimated $10.4K sold.

UBS Group first reported a position in DWEQ in Q1 2020 and held it in 9 quarters. The position peaked at $45K in Q4 2021. 4 funds tracked by Wall St. Rank hold DWEQ as of Q1 2023.

UBS Group reported no remaining AdvisorShares Dorsey Wright Alpha Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
UBS Group sold 541 AdvisorShares Dorsey Wright Alpha Equal Weight ETF shares in Q1 2023, an estimated $10.4K.
UBS Group first reported a position in AdvisorShares Dorsey Wright Alpha Equal Weight ETF in Q1 2020 and held it in 9 quarters.
UBS Group's AdvisorShares Dorsey Wright Alpha Equal Weight ETF position peaked at $45K in Q4 2021.
4 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Alpha Equal Weight ETF as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.