Almanack Investment Partners’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Almanack Investment Partners’s Portfolio DWAS Stock Details DWAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-17,893	Closed	-$1.02M	–	278
2019 Q4	$1.02M	Buy	+17,893	New	+$945K	0.19%	68
2019 Q1	–	Sell	-8,819	Closed	-$384K	–	161
2018 Q4	$384K	Sell	8,819 -4,594	-34%	-$223K	0.11%	93
2018 Q3	$697K	Buy	+13,413	New	+$761K	0.18%	68

Other funds holding DWAS

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Almanack Investment Partners's DWAS Position: Q1 2020 in Review

Almanack Investment Partners sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2020, closing a stake of 17,893 shares — an estimated $1.02M sold.

Almanack Investment Partners first reported a position in DWAS in Q3 2018 and held it in 3 quarters. The position peaked at $1.02M in Q4 2019. 48 funds tracked by Wall St. Rank hold DWAS as of Q1 2020.

Almanack Investment Partners reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2020 after selling out during the quarter.
Almanack Investment Partners sold 17,893 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2020, an estimated $1.02M.
Almanack Investment Partners first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2018 and held it in 3 quarters.
Almanack Investment Partners's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $1.02M in Q4 2019.
48 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2020.

Based on Almanack Investment Partners's 13F filing for Q1 2020, filed 13 May 2020.