American Portfolios Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

American Portfolios Advisors’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
2022 Q3	$29.1K	Hold	425	–	–	﹤0.01%	2005
2022 Q2	$28.9K	Hold	425	–	–	﹤0.01%	2043
2022 Q1	$36K	Hold	425	–	–	﹤0.01%	2048
2021 Q4	$38.3K	Hold	425	–	–	﹤0.01%	1996
2021 Q3	$37.3K	Hold	425	–	–	﹤0.01%	1934
2021 Q2	$38.2K	Hold	425	–	–	﹤0.01%	1880
2021 Q1	$36.1K	Hold	425	–	–	﹤0.01%	1747
2020 Q4	$32K	Hold	425	–	–	﹤0.01%	1595
2020 Q3	$25.2K	Hold	425	–	–	﹤0.01%	1593
2020 Q2	$22.7K	Hold	425	–	–	﹤0.01%	1587
2020 Q1	$17.3K	Sell	425 -205	-33%	-$10.7K	﹤0.01%	1583
2019 Q4	$36K	Hold	630	–	–	﹤0.01%	1479
2019 Q3	$31.5K	Buy	+630	New	+$33.7K	﹤0.01%	1476

Other funds holding DWAS

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

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

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

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

American Portfolios Advisors's DWAS Position: Q3 2022 in Review

American Portfolios Advisors held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q3 2022 at 425 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

American Portfolios Advisors first reported a position in DWAS in Q3 2019 and has held it in 13 quarters since. The position peaked at $38.3K in Q4 2021. 82 funds tracked by Wall St. Rank hold DWAS as of Q3 2022.

American Portfolios Advisors held 425 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $29.1K as of Q3 2022.
American Portfolios Advisors left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q3 2022.
Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2005 holding.
American Portfolios Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2019 and has held it in 13 quarters since.
American Portfolios Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $38.3K in Q4 2021.
82 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.