Arkadios Wealth Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-3	Closed	–	–	881
2021 Q3	$0	Hold	3	–	–	﹤0.01%	1908
2021 Q2	$0	Hold	3	–	–	﹤0.01%	1958
2021 Q1	$0	Hold	3	–	–	﹤0.01%	1661
2020 Q4	$0	Buy	+3	New	+$204	﹤0.01%	1382
2020 Q2	–	Sell	-105	Closed	-$4.29K	–	994
2020 Q1	$4.29K	Hold	105	–	–	﹤0.01%	815
2019 Q4	$6.17K	Buy	+105	New	+$5.54K	﹤0.01%	675

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

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

Arkadios Wealth Advisors's DWAS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2021, closing a stake of 3 shares.

Arkadios Wealth Advisors first reported a position in DWAS in Q4 2019 and held it in 6 quarters. The position peaked at $6.17K in Q4 2019. 95 funds tracked by Wall St. Rank hold DWAS as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 3 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2021.
Arkadios Wealth Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $6.17K in Q4 2019.
95 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.